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 | $66,686 | $168,632-60.5% | $147,614-54.8% | $125,391-46.8% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 6.73% | 77.65%-70.9pp | 61.98%-55.3pp | 282.22%-275.5pp |
| Employer contribution / active EE | $2,960 | $6,252-52.7% | $5,564-46.8% | $4,866-39.2% |
| Participant deferral / active EE | $7,929 | $5,507+44.0% | $4,895+62.0% | $5,352+48.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |