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 | $59,650 | $113,339-47.4% | $94,993-37.2% | $147,584-59.6% |
| Participation rate | 57.1% | 78.0%-20.8pp | 73.9%-16.7pp | 82.8%-25.7pp |
| Annual return | 22.19% | 20.77%+1.4pp | 27.12%-4.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,741 | $3,160-13.3% | $2,603+5.3% | $4,876-43.8% |
| Participant deferral / active EE | $7,863 | $3,777+108.2% | $3,317+137.0% | $5,439+44.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |