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 | $64,937 | $117,983-45.0% | $101,794-36.2% | $142,382-54.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 16.94% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,224 | $2,773+16.3% | $2,289+40.9% | $4,299-25.0% |
| Participant deferral / active EE | $5,733 | $4,714+21.6% | $4,084+40.4% | $6,507-11.9% |
| Admin fee / account holder | $295 | $10,433-97.2% | $8,777-96.6% | $12,624-97.7% |