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 | $68,166 | $114,381-40.4% | $107,525-36.6% | $142,382-52.1% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,780 | $4,015-55.7% | $3,754-52.6% | $4,299-58.6% |
| Participant deferral / active EE | $3,950 | $5,564-29.0% | $5,116-22.8% | $6,507-39.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |