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 | $76,919 | $106,515-27.8% | $96,683-20.4% | $139,434-44.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.16% | 38.43%-17.3pp | 35.69%-14.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,578 | $4,103-12.8% | $3,737-4.2% | $4,751-24.7% |
| Participant deferral / active EE | $7,201 | $5,454+32.0% | $4,878+47.6% | $6,710+7.3% |
| Admin fee / account holder | $3 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |