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 | $90,325 | $107,452-15.9% | $91,541-1.3% | $142,382-36.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 16.54% | 22.06%-5.5pp | 20.50%-4.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $800 | $2,994-73.3% | $2,505-68.0% | $4,299-81.4% |
| Participant deferral / active EE | $4,449 | $4,754-6.4% | $4,008+11.0% | $6,507-31.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |