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 | $27,389 | $90,503-69.7% | $78,689-65.2% | $273,961-90.0% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 17.73% | 75.60%-57.9pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $2,698 | $3,176-15.0% | $2,851-5.3% | $4,869-44.6% |
| Participant deferral / active EE | $6,407 | $3,901+64.2% | $3,517+82.2% | $5,287+21.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |