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 | $108,227 | $117,983-8.3% | $101,794+6.3% | $142,382-24.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 18.49% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,676 | $2,773-39.5% | $2,289-26.8% | $4,299-61.0% |
| Participant deferral / active EE | $6,222 | $4,714+32.0% | $4,084+52.3% | $6,507-4.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |