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 | $57,547 | $81,632-29.5% | $70,449-18.3% | $158,922-63.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 19.38% | 208.40%-189.0pp | 109.03%-89.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,837 | $3,217+50.4% | $2,737+76.8% | $4,761+1.6% |
| Participant deferral / active EE | $15,224 | $4,554+234.3% | $3,709+310.5% | $5,982+154.5% |
| Admin fee / account holder | $117 | $6,193-98.1% | $3,845-97.0% | $11,246-99.0% |