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 | $42,527 | $49,177-13.5% | $79,464-46.5% | $64,186-33.7% |
| Participation rate | 63.2% | 65.0%-1.9pp | 73.3%-10.2pp | 69.6%-6.4pp |
| Annual return | 13.59% | -1.16%+14.7pp | 718.14%-704.6pp | 7.63%+6.0pp |
| Employer contribution / active EE | $2,479 | $2,076+19.4% | $2,800-11.5% | $2,381+4.1% |
| Participant deferral / active EE | $1,827 | $2,821-35.2% | $3,704-50.7% | $3,470-47.3% |
| Admin fee / account holder | $250 | $3,839-93.5% | $5,113-95.1% | $4,888-94.9% |