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 | $117,743 | $88,672+32.8% | $105,223+11.9% | $82,448+42.8% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.6pp |
| Annual return | 18.87% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,792 | $3,048-8.4% | $3,689-24.3% | $2,551+9.5% |
| Participant deferral / active EE | $5,368 | $4,036+33.0% | $5,072+5.9% | $4,139+29.7% |
| Admin fee / account holder | $25 | $7,146-99.7% | $8,859-99.7% | $7,234-99.7% |