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 | $109,405 | $124,319-12.0% | $111,297-1.7% | $167,490-34.7% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 14.88% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,053 | $3,435-40.2% | $2,731-24.8% | $4,837-57.6% |
| Participant deferral / active EE | $8,027 | $5,180+54.9% | $4,487+78.9% | $6,341+26.6% |
| Admin fee / account holder | $60 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |