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 | $76,168 | $111,301-31.6% | $112,977-32.6% | $158,922-52.1% |
| Participation rate | 37.5% | 83.5%-46.0pp | 82.6%-45.1pp | 82.0%-44.5pp |
| Annual return | 25.44% | 26.40%-1.0pp | 24.24%+1.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,843 | $4,471-58.8% | $4,255-56.7% | $4,761-61.3% |
| Participant deferral / active EE | $2,766 | $5,880-53.0% | $5,836-52.6% | $5,982-53.8% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,294-99.8% | $11,246-99.9% |