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 | $60,504 | $48,046+25.9% | $84,611-28.5% | $72,985-17.1% |
| Participation rate | 39.5% | 57.6%-18.1pp | 68.2%-28.8pp | 69.5%-30.0pp |
| Annual return | 19.67% | 37.38%-17.7pp | 258.74%-239.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,351 | $1,602-15.6% | $2,652-49.0% | $2,440-44.6% |
| Participant deferral / active EE | $3,423 | $2,680+27.7% | $3,899-12.2% | $3,607-5.1% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |