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 | $57,129 | $165,335-65.4% | $149,696-61.8% | $158,922-64.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.02% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,727 | $5,103-46.6% | $4,644-41.3% | $4,761-42.7% |
| Participant deferral / active EE | $7,805 | $7,181+8.7% | $6,842+14.1% | $5,982+30.5% |
| Admin fee / account holder | $220 | $10,807-98.0% | $9,309-97.6% | $11,246-98.0% |