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 | $85,245 | $84,233+1.2% | $170,442-50.0% | $70,131+21.6% |
| Participation rate | 64.9% | 70.8%-6.0pp | 83.6%-18.7pp | 69.5%-4.7pp |
| Annual return | 17.40% | 23.06%-5.7pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,026 | $3,387-40.2% | $5,433-62.7% | $2,342-13.5% |
| Participant deferral / active EE | $4,146 | $3,086+34.4% | $4,939-16.1% | $3,332+24.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |