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 | $74,602 | $65,365+14.1% | $92,893-19.7% | $72,985+2.2% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 22.95% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,636 | $2,594+1.6% | $3,653-27.8% | $2,440+8.1% |
| Participant deferral / active EE | $3,896 | $3,128+24.5% | $4,236-8.0% | $3,607+8.0% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,794-99.7% | $5,124-99.6% |