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 | $37,577 | $64,348-41.6% | $90,160-58.3% | $70,131-46.4% |
| Participation rate | 69.2% | 70.4%-1.2pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 20.49% | 28.13%-7.6pp | 34.88%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,785 | $2,046+36.2% | $3,318-16.1% | $2,342+18.9% |
| Participant deferral / active EE | $6,280 | $4,389+43.1% | $5,288+18.8% | $3,332+88.5% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |