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 | $129,172 | $105,126+22.9% | $94,646+36.5% | $139,434-7.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 24.39% | 38.03%-13.6pp | 156.71%-132.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,183 | $4,106-46.8% | $3,672-40.5% | $4,751-54.0% |
| Participant deferral / active EE | $7,381 | $7,599-2.9% | $7,418-0.5% | $6,710+10.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |