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 | $67,738 | $106,515-36.4% | $96,683-29.9% | $139,434-51.4% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 20.24% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,198 | $4,103-70.8% | $3,737-67.9% | $4,751-74.8% |
| Participant deferral / active EE | $5,868 | $5,454+7.6% | $4,878+20.3% | $6,710-12.6% |
| Admin fee / account holder | $179 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |