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 | $107,258 | $228,332-53.0% | $185,823-42.3% | $158,922-32.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.08% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $621 | $4,967-87.5% | $4,087-84.8% | $4,761-87.0% |
| Participant deferral / active EE | $1,569 | $6,415-75.5% | $5,632-72.1% | $5,982-73.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |