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 | $117,495 | $165,335-28.9% | $149,696-21.5% | $158,922-26.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.96% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,797 | $5,103-64.8% | $4,644-61.3% | $4,761-62.3% |
| Participant deferral / active EE | $7,865 | $7,181+9.5% | $6,842+15.0% | $5,982+31.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |