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 | $71,020 | $104,664-32.1% | $85,682-17.1% | $167,490-57.6% |
| Participation rate | 44.4% | 76.4%-31.9pp | 69.9%-25.4pp | 82.1%-37.7pp |
| Annual return | 9.44% | 21.45%-12.0pp | 21.49%-12.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $840 | $3,337-74.8% | $2,618-67.9% | $4,837-82.6% |
| Participant deferral / active EE | $1,601 | $4,824-66.8% | $3,923-59.2% | $6,341-74.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |