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 | $88,759 | $115,770-23.3% | $101,248-12.3% | $158,922-44.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 15.91% | 56.14%-40.2pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,100 | $4,175-73.7% | $3,660-69.9% | $4,761-76.9% |
| Participant deferral / active EE | $5,109 | $4,957+3.1% | $4,370+16.9% | $5,982-14.6% |
| Admin fee / account holder | $2 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |