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 | $70,122 | $124,425-43.6% | $112,040-37.4% | $137,256-48.9% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 11.07% | 24.72%-13.6pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,638 | $3,411-22.7% | $2,954-10.7% | $4,156-36.5% |
| Participant deferral / active EE | $5,503 | $5,718-3.8% | $5,098+8.0% | $6,407-14.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |