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 | $112,729-4.0% | $98,716+9.6% | $137,256-21.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 18.49% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,676 | $2,725-38.5% | $2,279-26.4% | $4,156-59.7% |
| Participant deferral / active EE | $6,222 | $4,640+34.1% | $4,048+53.7% | $6,407-2.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |