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 | $93,308 | $228,332-59.1% | $185,823-49.8% | $158,922-41.3% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 10.65% | 40.80%-30.2pp | 35.95%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,036 | $4,967-38.9% | $4,087-25.7% | $4,761-36.2% |
| Participant deferral / active EE | $4,298 | $6,415-33.0% | $5,632-23.7% | $5,982-28.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |