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 | $146,120 | $227,553-35.8% | $189,557-22.9% | $167,490-12.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.81% | 78.40%-61.6pp | 64.17%-47.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,057 | $5,316-23.7% | $4,412-8.1% | $4,837-16.1% |
| Participant deferral / active EE | $12,230 | $7,002+74.7% | $6,174+98.1% | $6,341+92.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |