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 | $94,742 | $95,266-0.5% | $82,389+15.0% | $142,382-33.5% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.5%-11.7pp | 80.1%-22.2pp |
| Annual return | 12.00% | 25.74%-13.7pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $560 | $2,991-81.3% | $2,517-77.7% | $4,299-87.0% |
| Participant deferral / active EE | $2,605 | $4,809-45.8% | $4,155-37.3% | $6,507-60.0% |
| Admin fee / account holder | $39 | $8,563-99.5% | $7,231-99.5% | $12,624-99.7% |