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 | $103,029 | $175,202-41.2% | $149,673-31.2% | $139,434-26.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 11.10% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,340 | $6,519-48.8% | $5,680-41.2% | $6,710-50.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |