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 | $49,499 | $54,705-9.5% | $71,209-30.5% | $84,808-41.6% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 20.91% | 35.90%-15.0pp | 282.51%-261.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,294 | $2,158+6.3% | $2,721-15.7% | $2,631-12.8% |
| Participant deferral / active EE | $3,960 | $3,030+30.7% | $4,175-5.2% | $4,212-6.0% |
| Admin fee / account holder | $2 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |