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 | $100,250 | $111,754-10.3% | $103,333-3.0% | $145,922-31.3% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 14.66% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,466 | $4,212-65.2% | $3,868-62.1% | $4,660-68.5% |
| Participant deferral / active EE | $1,832 | $5,619-67.4% | $5,057-63.8% | $6,688-72.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |