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 | $57,933 | $149,734-61.3% | $118,925-51.3% | $158,922-63.5% |
| Participation rate | 46.2% | 82.1%-35.9pp | 75.4%-29.2pp | 82.0%-35.8pp |
| Annual return | 24.63% | 19.95%+4.7pp | 35.88%-11.3pp | 302.83%-278.2pp |
| Employer contribution / active EE | $3,137 | $4,115-23.8% | $3,263-3.8% | $4,761-34.1% |
| Participant deferral / active EE | $7,278 | $5,223+39.3% | $4,265+70.7% | $5,982+21.7% |
| Admin fee / account holder | $16 | $8,603-99.8% | $6,581-99.8% | $11,246-99.9% |