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 | $80,970 | $99,918-19.0% | $81,382-0.5% | $145,922-44.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 9.69% | 34.32%-24.6pp | 24.73%-15.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $889 | $2,978-70.1% | $2,463-63.9% | $4,660-80.9% |
| Participant deferral / active EE | $1,780 | $4,605-61.3% | $3,883-54.2% | $6,688-73.4% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |