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 | $59,247 | $162,781-63.6% | $133,956-55.8% | $158,922-62.7% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 19.43% | 41.94%-22.5pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,454 | $4,975-50.7% | $3,919-37.4% | $4,761-48.5% |
| Participant deferral / active EE | $4,479 | $5,911-24.2% | $5,048-11.3% | $5,982-25.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |