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 | $26,127 | $177,572-85.3% | $154,803-83.1% | $142,382-81.7% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.1%-8.5pp | 80.1%-10.6pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,219 | $4,810-53.9% | $4,305-48.5% | $4,299-48.4% |
| Participant deferral / active EE | $4,209 | $6,272-32.9% | $5,540-24.0% | $6,507-35.3% |
| Admin fee / account holder | $111 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |