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 | $86,547 | $115,770-25.2% | $101,248-14.5% | $158,922-45.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.28% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,595 | $4,175-37.8% | $3,660-29.1% | $4,761-45.5% |
| Participant deferral / active EE | $8,933 | $4,957+80.2% | $4,370+104.4% | $5,982+49.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |