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 | $114,072 | $111,754+2.1% | $103,333+10.4% | $145,922-21.8% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.3pp |
| Annual return | 15.48% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,465 | $4,212-41.5% | $3,868-36.3% | $4,660-47.1% |
| Participant deferral / active EE | $5,353 | $5,619-4.7% | $5,057+5.8% | $6,688-20.0% |
| Admin fee / account holder | $43 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |