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 | $25,857 | $48,076-46.2% | $78,689-67.1% | $62,891-58.9% |
| Participation rate | 67.6% | 65.2%+2.4pp | 73.6%-5.9pp | 69.3%-1.7pp |
| Annual return | 55.89% | 31.35%+24.5pp | 62.18%-6.3pp | 20.14%+35.7pp |
| Employer contribution / active EE | $2,237 | $2,015+11.1% | $2,851-21.5% | $2,281-1.9% |
| Participant deferral / active EE | $3,816 | $2,588+47.5% | $3,517+8.5% | $3,203+19.1% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |