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 | $74,325 | $64,348+15.5% | $90,160-17.6% | $70,131+6.0% |
| Participation rate | 69.0% | 70.4%-1.5pp | 76.9%-7.9pp | 69.5%-0.6pp |
| Annual return | 21.66% | 28.13%-6.5pp | 34.88%-13.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,228 | $2,046+8.9% | $3,318-32.8% | $2,342-4.9% |
| Participant deferral / active EE | $6,707 | $4,389+52.8% | $5,288+26.8% | $3,332+101.3% |
| Admin fee / account holder | $71 | $3,944-98.2% | $5,943-98.8% | $4,645-98.5% |