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 | $66,808 | $58,512+14.2% | $84,015-20.5% | $72,985-8.5% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.0%-17.0pp | 69.5%-17.5pp |
| Annual return | 22.06% | 28.93%-6.9pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $802 | $1,163-31.1% | $1,983-59.6% | $2,440-67.1% |
| Participant deferral / active EE | $2,728 | $2,394+14.0% | $3,239-15.8% | $3,607-24.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |