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 | $78,710 | $157,256-49.9% | $141,162-44.2% | $152,861-48.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 30.57% | 64.32%-33.8pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $5,382 | $5,261+2.3% | $4,735+13.7% | $4,762+13.0% |
| Participant deferral / active EE | $8,423 | $7,109+18.5% | $6,709+25.5% | $5,850+44.0% |
| Admin fee / account holder | $237 | $12,120-98.0% | $10,261-97.7% | $11,596-98.0% |