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 | $75,837 | $159,602-52.5% | $150,045-49.5% | $142,382-46.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.40% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,313 | $4,961-73.5% | $4,693-72.0% | $4,299-69.5% |
| Participant deferral / active EE | $4,219 | $8,310-49.2% | $7,997-47.2% | $6,507-35.2% |
| Admin fee / account holder | $260 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |