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 | $75,811 | $106,515-28.8% | $96,683-21.6% | $139,434-45.6% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 23.21% | 38.43%-15.2pp | 35.69%-12.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $827 | $4,103-79.9% | $3,737-77.9% | $4,751-82.6% |
| Participant deferral / active EE | $3,307 | $5,454-39.4% | $4,878-32.2% | $6,710-50.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |