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 | $45,613 | $124,281-63.3% | $109,143-58.2% | $167,490-72.8% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 14.16% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $897 | $4,207-78.7% | $3,722-75.9% | $4,837-81.5% |
| Participant deferral / active EE | $6,574 | $5,255+25.1% | $4,653+41.3% | $6,341+3.7% |
| Admin fee / account holder | $169 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |