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 | $45,506 | $56,110-18.9% | $94,993-52.1% | $70,131-35.1% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.9%-8.3pp | 69.5%-3.9pp |
| Annual return | 23.02% | 51.02%-28.0pp | 27.12%-4.1pp | 73.14%-50.1pp |
| Employer contribution / active EE | $2,440 | $1,442+69.2% | $2,603-6.3% | $2,342+4.2% |
| Participant deferral / active EE | $4,871 | $2,391+103.7% | $3,317+46.8% | $3,332+46.2% |
| Admin fee / account holder | $290 | $3,456-91.6% | $4,960-94.2% | $4,645-93.8% |