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 | $80,424 | $63,346+27.0% | $92,233-12.8% | $70,131+14.7% |
| Participation rate | 67.7% | 68.7%-0.9pp | 76.5%-8.7pp | 69.5%-1.8pp |
| Annual return | 30.71% | 530.12%-499.4pp | 176.28%-145.6pp | 73.14%-42.4pp |
| Employer contribution / active EE | $2,414 | $2,471-2.3% | $3,679-34.4% | $2,342+3.0% |
| Participant deferral / active EE | $5,552 | $2,854+94.5% | $3,897+42.5% | $3,332+66.6% |
| Admin fee / account holder | $131 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |