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 | $70,097 | $68,547+2.3% | $120,354-41.8% | $80,856-13.3% |
| Participation rate | 20.0% | 61.6%-41.6pp | 71.9%-51.9pp | 67.6%-47.6pp |
| Annual return | 10.74% | 23.60%-12.9pp | 107.15%-96.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $734 | $2,051-64.2% | $3,463-78.8% | $2,755-73.4% |
| Participant deferral / active EE | $1,546 | $3,173-51.3% | $4,991-69.0% | $4,296-64.0% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |