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 | $107,182 | $124,281-13.8% | $109,143-1.8% | $167,490-36.0% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.9%-11.2pp | 82.1%-17.4pp |
| Annual return | 28.25% | 26.04%+2.2pp | 25.75%+2.5pp | 478.56%-450.3pp |
| Employer contribution / active EE | $5,177 | $4,207+23.0% | $3,722+39.1% | $4,837+7.0% |
| Participant deferral / active EE | $7,836 | $5,255+49.1% | $4,653+68.4% | $6,341+23.6% |
| Admin fee / account holder | $273 | $7,970-96.6% | $6,752-96.0% | $12,309-97.8% |