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 | $100,422 | $192,717-47.9% | $142,449-29.5% | $139,434-28.0% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 18.83% | 17.99%+0.8pp | 19.99%-1.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,514 | $5,806-39.5% | $4,847-27.5% | $4,751-26.0% |
| Participant deferral / active EE | $4,702 | $7,208-34.8% | $6,283-25.2% | $6,710-29.9% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |