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 | $40,062 | $65,041-38.4% | $90,951-56.0% | $79,858-49.8% |
| Participation rate | 59.7% | 61.6%-1.9pp | 69.0%-9.3pp | 69.6%-9.9pp |
| Annual return | 17.74% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,770 | $1,247+122.1% | $2,122+30.5% | $2,471+12.1% |
| Participant deferral / active EE | $2,043 | $2,512-18.7% | $3,373-39.4% | $3,740-45.4% |
| Admin fee / account holder | $147 | $4,536-96.8% | $5,959-97.5% | $5,306-97.2% |