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 | $104,178 | $228,332-54.4% | $185,823-43.9% | $158,922-34.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 5.43% | 40.80%-35.4pp | 35.95%-30.5pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,094 | $4,967-37.7% | $4,087-24.3% | $4,761-35.0% |
| Participant deferral / active EE | $11,881 | $6,415+85.2% | $5,632+111.0% | $5,982+98.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |