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 | $86,139 | $57,590+49.6% | $86,233-0.1% | $82,448+4.5% |
| Participation rate | 55.6% | 57.9%-2.3pp | 69.0%-13.5pp | 68.1%-12.5pp |
| Annual return | 15.34% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,831 | $1,655+10.6% | $2,504-26.9% | $2,551-28.2% |
| Participant deferral / active EE | $4,548 | $3,080+47.7% | $4,559-0.2% | $4,139+9.9% |
| Admin fee / account holder | $111 | $4,730-97.7% | $8,342-98.7% | $7,234-98.5% |