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 | $118,869 | $149,734-20.6% | $118,9250% | $158,922-25.2% |
| Participation rate | 37.5% | 82.1%-44.6pp | 75.4%-37.9pp | 82.0%-44.5pp |
| Annual return | 20.20% | 19.95%+0.3pp | 35.88%-15.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,472 | $4,115-64.2% | $3,263-54.9% | $4,761-69.1% |
| Participant deferral / active EE | $3,545 | $5,223-32.1% | $4,265-16.9% | $5,982-40.7% |
| Admin fee / account holder | -$6 | $8,603-100.1% | $6,581-100.1% | $11,246-100.1% |