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 | $99,566 | $127,264-21.8% | $109,895-9.4% | $167,490-40.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 16.11% | 22.97%-6.9pp | 29.45%-13.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,445 | $3,322-26.4% | $2,842-14.0% | $4,837-49.5% |
| Participant deferral / active EE | $7,360 | $4,514+63.0% | $4,048+81.8% | $6,341+16.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |