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 | $109,237 | $91,037+20.0% | $71,671+52.4% | $147,584-26.0% |
| Participation rate | 25.0% | 76.1%-51.1pp | 68.7%-43.7pp | 82.8%-57.8pp |
| Annual return | 10.19% | 20.48%-10.3pp | 20.65%-10.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,068 | $4,498-9.6% | $3,438+18.3% | $5,439-25.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |