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 | $51,978 | $71,809-27.6% | $61,048-14.9% | $152,861-66.0% |
| Participation rate | 55.6% | 84.2%-28.6pp | 79.3%-23.8pp | 82.4%-26.9pp |
| Annual return | 27.98% | 29.74%-1.8pp | 26.18%+1.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,275 | $4,545-49.9% | $3,716-38.8% | $4,762-52.2% |
| Participant deferral / active EE | $4,589 | $5,467-16.1% | $4,470+2.6% | $5,850-21.6% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |