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 | $140,920 | $93,346+51.0% | $71,796+96.3% | $273,961-48.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 9.46% | 130.39%-120.9pp | 78.04%-68.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,339 | $2,733-51.0% | $1,924-30.4% | $4,869-72.5% |
| Participant deferral / active EE | $3,953 | $3,475+13.8% | $2,794+41.5% | $5,287-25.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |