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 | $159,759 | $50,958+213.5% | $74,550+114.3% | $64,186+148.9% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.1%-11.6pp | 69.6%-12.0pp |
| Annual return | 11.76% | -1.86%+13.6pp | 32.53%-20.8pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,110 | $1,115-0.4% | $1,961-43.4% | $2,381-53.4% |
| Participant deferral / active EE | $3,069 | $2,301+33.3% | $3,108-1.3% | $3,470-11.6% |
| Admin fee / account holder | $243 | $4,223-94.2% | $5,060-95.2% | $4,888-95.0% |