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 | $87,763 | $158,398-44.6% | $126,539-30.6% | $142,382-38.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 14.21% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $904 | $4,650-80.6% | $3,674-75.4% | $4,299-79.0% |
| Participant deferral / active EE | $4,232 | $4,767-11.2% | $4,083+3.7% | $6,507-35.0% |
| Admin fee / account holder | $1 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |