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 | $66,717 | $117,381-43.2% | $99,443-32.9% | $152,861-56.4% |
| Participation rate | 23.1% | 77.5%-54.5pp | 73.8%-50.8pp | 82.4%-59.4pp |
| Annual return | 24.96% | 31.87%-6.9pp | 30.72%-5.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,923 | $3,013-36.2% | $2,540-24.3% | $4,762-59.6% |
| Participant deferral / active EE | $4,046 | $4,086-1.0% | $3,619+11.8% | $5,850-30.8% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |