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 | $67,374 | $104,251-35.4% | $91,001-26.0% | $147,584-54.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 20.99% | 27.06%-6.1pp | 4.60%+16.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,397 | $3,116+9.0% | $2,456+38.3% | $4,876-30.3% |
| Participant deferral / active EE | $5,387 | $4,195+28.4% | $3,547+51.8% | $5,439-1.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |