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 | $137,953 | $106,515+29.5% | $96,683+42.7% | $139,434-1.1% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 17.98% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,621 | $4,103-60.5% | $3,737-56.6% | $4,751-65.9% |
| Participant deferral / active EE | $3,153 | $5,454-42.2% | $4,878-35.4% | $6,710-53.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |