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 | $100,947 | $85,766+17.7% | $136,294-25.9% | $70,131+43.9% |
| Participation rate | 66.1% | 74.2%-8.0pp | 81.9%-15.8pp | 69.5%-3.4pp |
| Annual return | 20.60% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,443 | $2,966-17.6% | $4,695-48.0% | $2,342+4.3% |
| Participant deferral / active EE | $5,204 | $5,051+3.0% | $6,247-16.7% | $3,332+56.2% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |