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 | $61,115 | $132,239-53.8% | $105,722-42.2% | $273,961-77.7% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 26.14% | 10.07%+16.1pp | 12.25%+13.9pp | 41.45%-15.3pp |
| Employer contribution / active EE | $3,000 | $4,867-38.4% | $4,079-26.5% | $4,869-38.4% |
| Participant deferral / active EE | $3,000 | $6,233-51.9% | $5,326-43.7% | $5,287-43.3% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |