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 | $80,615 | $86,699-7.0% | $73,307+10.0% | $125,391-35.7% |
| Participation rate | 61.1% | 78.6%-17.5pp | 74.9%-13.8pp | 83.2%-22.1pp |
| Annual return | 1.77% | 2.78%-1.0pp | 5.67%-3.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $2,479 | $4,152-40.3% | $3,237-23.4% | $4,866-49.0% |
| Participant deferral / active EE | $6,001 | $5,550+8.1% | $4,991+20.2% | $5,352+12.1% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |