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 | $92,610 | $78,705+17.7% | $117,854-21.4% | $70,131+32.1% |
| Participation rate | 67.2% | 73.2%-6.0pp | 79.7%-12.4pp | 69.5%-2.3pp |
| Annual return | 17.40% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,231 | $2,223+0.3% | $3,786-41.1% | $2,342-4.8% |
| Participant deferral / active EE | $4,916 | $3,297+49.1% | $4,482+9.7% | $3,332+47.5% |
| Admin fee / account holder | $232 | $5,065-95.4% | $8,020-97.1% | $4,645-95.0% |