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 | $74,593 | $91,552-18.5% | $133,956-44.3% | $79,858-6.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 10.74% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,894 | $2,384+21.4% | $3,919-26.2% | $2,471+17.1% |
| Participant deferral / active EE | $2,527 | $3,733-32.3% | $5,048-49.9% | $3,740-32.4% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |