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 | $94,782 | $99,918-5.1% | $81,382+16.5% | $145,922-35.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 17.30% | 34.32%-17.0pp | 24.73%-7.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,790 | $2,978-39.9% | $2,463-27.3% | $4,660-61.6% |
| Participant deferral / active EE | $4,267 | $4,605-7.3% | $3,883+9.9% | $6,688-36.2% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |