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 | $97,732 | $95,266+2.6% | $82,389+18.6% | $142,382-31.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.48% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,730 | $2,991+24.7% | $2,517+48.2% | $4,299-13.2% |
| Participant deferral / active EE | $4,306 | $4,809-10.5% | $4,155+3.7% | $6,507-33.8% |
| Admin fee / account holder | $32 | $8,563-99.6% | $7,231-99.6% | $12,624-99.7% |