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 | $59,732 | $48,364+23.5% | $71,796-16.8% | $62,891-5.0% |
| Participation rate | 65.5% | 60.6%+4.9pp | 69.1%-3.6pp | 69.3%-3.8pp |
| Annual return | 8.64% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,143 | $1,042+9.7% | $1,924-40.6% | $2,281-49.9% |
| Participant deferral / active EE | $4,366 | $2,091+108.8% | $2,794+56.3% | $3,203+36.3% |
| Admin fee / account holder | $185 | $3,771-95.1% | $4,815-96.2% | $4,296-95.7% |