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 | $76,138 | $115,770-34.2% | $101,248-24.8% | $158,922-52.1% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 9.49% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,565 | $4,175-62.5% | $3,660-57.2% | $4,761-67.1% |
| Participant deferral / active EE | $6,392 | $4,957+28.9% | $4,370+46.3% | $5,982+6.8% |
| Admin fee / account holder | $31 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |