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 | $75,533 | $90,503-16.5% | $78,689-4.0% | $273,961-72.4% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 10.68% | 75.60%-64.9pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,000 | $3,176-68.5% | $2,851-64.9% | $4,869-79.5% |
| Participant deferral / active EE | $5,221 | $3,901+33.8% | $3,517+48.5% | $5,287-1.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |