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 | $82,686 | $77,899+6.1% | $149,673-44.8% | $75,163+10.0% |
| Participation rate | 67.5% | 65.6%+1.9pp | 78.8%-11.3pp | 67.2%+0.3pp |
| Annual return | 24.41% | 31.72%-7.3pp | 134.42%-110.0pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,859 | $3,137-40.7% | $4,818-61.4% | $2,670-30.4% |
| Participant deferral / active EE | $3,974 | $3,411+16.5% | $5,680-30.0% | $4,125-3.7% |
| Admin fee / account holder | $119 | $5,956-98.0% | $13,210-99.1% | $5,651-97.9% |