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 | $105,677 | $81,632+29.5% | $70,449+50.0% | $158,922-33.5% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 18.10% | 208.40%-190.3pp | 109.03%-90.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,799 | $3,217-13.0% | $2,737+2.3% | $4,761-41.2% |
| Participant deferral / active EE | $2,984 | $4,554-34.5% | $3,709-19.5% | $5,982-50.1% |
| Admin fee / account holder | $298 | $6,193-95.2% | $3,845-92.2% | $11,246-97.3% |