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 | $69,743 | $117,381-40.6% | $99,443-29.9% | $152,861-54.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 20.25% | 31.87%-11.6pp | 30.72%-10.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,923 | $3,013+30.2% | $2,540+54.5% | $4,762-17.6% |
| Participant deferral / active EE | $9,390 | $4,086+129.8% | $3,619+159.5% | $5,850+60.5% |
| Admin fee / account holder | $3 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |