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 | $50,220 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 22.30% | 56.63%-34.3pp | 47.52%-25.2pp | 41.45%-19.2pp |
| Employer contribution / active EE | $2,765 | $5,170-46.5% | $4,617-40.1% | $4,869-43.2% |
| Participant deferral / active EE | $5,479 | $6,343-13.6% | $5,984-8.4% | $5,287+3.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |