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 | $78,662 | $95,561-17.7% | $77,163+1.9% | $139,434-43.6% |
| Participation rate | 29.4% | 73.9%-44.5pp | 69.6%-40.2pp | 80.3%-50.9pp |
| Annual return | 30.49% | 54.92%-24.4pp | 37.87%-7.4pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,099 | $3,147-65.1% | $2,535-56.7% | $4,751-76.9% |
| Participant deferral / active EE | $3,356 | $4,624-27.4% | $3,833-12.5% | $6,710-50.0% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |