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 | $69,982 | $102,245-31.6% | $89,340-21.7% | $137,256-49.0% |
| Participation rate | 69.6% | 74.9%-5.3pp | 69.6%0pp | 80.0%-10.4pp |
| Annual return | 15.97% | 21.89%-5.9pp | 20.57%-4.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,220 | $2,529-51.8% | $2,231-45.3% | $4,156-70.7% |
| Participant deferral / active EE | $3,935 | $4,436-11.3% | $3,823+2.9% | $6,407-38.6% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |