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 | $100,267 | $78,672+27.4% | $109,143-8.1% | $85,850+16.8% |
| Participation rate | 69.0% | 68.3%+0.7pp | 75.9%-6.9pp | 69.3%-0.3pp |
| Annual return | 15.56% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $950 | $2,735-65.2% | $3,722-74.5% | $2,565-62.9% |
| Participant deferral / active EE | $3,833 | $3,467+10.6% | $4,653-17.6% | $3,952-3.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |