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 | $82,591 | $183,592-55.0% | $155,567-46.9% | $145,959-43.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.26% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,996 | $5,315-62.4% | $4,674-57.3% | $4,661-57.2% |
| Participant deferral / active EE | $6,508 | $6,464+0.7% | $5,628+15.6% | $6,689-2.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |