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 | $237,642 | $106,584+123.0% | $101,326+134.5% | $142,382+66.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 18.18% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,791 | $3,956-4.2% | $3,665+3.4% | $4,299-11.8% |
| Participant deferral / active EE | $7,463 | $8,297-10.1% | $7,994-6.6% | $6,507+14.7% |
| Admin fee / account holder | $115 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |