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 | $77,537 | $176,056-56.0% | $159,436-51.4% | $167,490-53.7% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 15.00% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,458 | $5,297-53.6% | $4,829-49.1% | $4,837-49.2% |
| Participant deferral / active EE | $6,423 | $7,750-17.1% | $7,352-12.6% | $6,341+1.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |