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 | $114,858 | $162,781-29.4% | $133,956-14.3% | $158,922-27.7% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 15.92% | 41.94%-26.0pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,415 | $4,975-71.6% | $3,919-63.9% | $4,761-70.3% |
| Participant deferral / active EE | $4,333 | $5,911-26.7% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |