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 | $124,038 | $227,553-45.5% | $189,557-34.6% | $167,490-25.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 20.33% | 78.40%-58.1pp | 64.17%-43.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,119 | $5,316-60.1% | $4,412-52.0% | $4,837-56.2% |
| Participant deferral / active EE | $7,880 | $7,002+12.5% | $6,174+27.6% | $6,341+24.3% |
| Admin fee / account holder | $288 | $11,878-97.6% | $9,807-97.1% | $12,309-97.7% |