See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,299 | $127,065+12.8% | $113,168+26.6% | $142,382+0.6% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 17.15% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,501 | $3,442-56.4% | $2,975-49.5% | $4,299-65.1% |
| Participant deferral / active EE | $5,939 | $5,716+3.9% | $5,107+16.3% | $6,507-8.7% |
| Admin fee / account holder | $273 | $15,736-98.3% | $12,068-97.7% | $12,624-97.8% |