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 | $93,825 | $179,726-47.8% | $156,263-40.0% | $142,382-34.1% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 11.49% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,067 | $5,069-59.2% | $4,333-52.3% | $4,299-51.9% |
| Participant deferral / active EE | $2,549 | $6,956-63.4% | $6,158-58.6% | $6,507-60.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |