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 | $131,384 | $91,552+43.5% | $133,956-1.9% | $79,858+64.5% |
| Participation rate | 41.7% | 73.3%-31.7pp | 79.8%-38.2pp | 69.6%-28.0pp |
| Annual return | 15.65% | 61.85%-46.2pp | 45.09%-29.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,013 | $2,384-57.5% | $3,919-74.1% | $2,471-59.0% |
| Participant deferral / active EE | $2,074 | $3,733-44.4% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $3 | $6,321-100.0% | $8,927-100.0% | $5,306-99.9% |