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 | $66,528 | $152,587-56.4% | $125,175-46.9% | $152,861-56.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 18.54% | 54.84%-36.3pp | 43.79%-25.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,324 | $4,946-53.0% | $3,865-39.9% | $4,762-51.2% |
| Participant deferral / active EE | $3,518 | $5,868-40.1% | $4,937-28.7% | $5,850-39.9% |
| Admin fee / account holder | $265 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |