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 | $82,228 | $97,125-15.3% | $86,233-4.6% | $137,256-40.1% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 14.20% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,221 | $2,841-57.0% | $2,504-51.3% | $4,156-70.6% |
| Participant deferral / active EE | $6,457 | $5,180+24.7% | $4,559+41.6% | $6,407+0.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |