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 | $104,584 | $165,335-36.7% | $149,696-30.1% | $158,922-34.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.53% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,273 | $5,103-35.9% | $4,644-29.5% | $4,761-31.3% |
| Participant deferral / active EE | $9,753 | $7,181+35.8% | $6,842+42.6% | $5,982+63.0% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |