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 | $211,244 | $83,337+153.5% | $67,834+211.4% | $273,961-22.9% |
| Participation rate | 52.4% | 76.4%-24.1pp | 68.8%-16.4pp | 83.0%-30.6pp |
| Annual return | 7.53% | 259.45%-251.9pp | 138.47%-130.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $992 | $3,287-69.8% | $2,403-58.7% | $4,869-79.6% |
| Participant deferral / active EE | $4,734 | $4,088+15.8% | $3,160+49.8% | $5,287-10.5% |
| Admin fee / account holder | -$112 | $6,752-101.7% | $4,622-102.4% | $10,132-101.1% |