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 | $104,390 | $113,339-7.9% | $94,993+9.9% | $147,584-29.3% |
| Participation rate | 63.2% | 78.0%-14.8pp | 73.9%-10.7pp | 82.8%-19.7pp |
| Annual return | 21.82% | 20.77%+1.1pp | 27.12%-5.3pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,257 | $3,160-60.2% | $2,603-51.7% | $4,876-74.2% |
| Participant deferral / active EE | $5,125 | $3,777+35.7% | $3,317+54.5% | $5,439-5.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |