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 | $87,042 | $176,812-50.8% | $146,665-40.7% | $167,490-48.0% |
| Participation rate | 53.3% | 83.6%-30.3pp | 80.1%-26.7pp | 82.1%-28.8pp |
| Annual return | 15.55% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,594 | $5,160-69.1% | $4,136-61.5% | $4,837-67.1% |
| Participant deferral / active EE | $5,829 | $6,440-9.5% | $5,506+5.9% | $6,341-8.1% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |