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 | $81,433 | $107,452-24.2% | $91,541-11.0% | $142,382-42.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 13.12% | 22.06%-8.9pp | 20.50%-7.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,356 | $2,994-54.7% | $2,505-45.9% | $4,299-68.5% |
| Participant deferral / active EE | $10,218 | $4,754+114.9% | $4,008+154.9% | $6,507+57.0% |
| Admin fee / account holder | $164 | $8,834-98.1% | $6,956-97.6% | $12,624-98.7% |