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 | $97,065 | $153,311-36.7% | $109,313-11.2% | $273,961-64.6% |
| Participation rate | 22.2% | 80.1%-57.9pp | 71.3%-49.0pp | 83.0%-60.8pp |
| Annual return | 8.76% | 29.86%-21.1pp | 22.07%-13.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $264 | $5,619-95.3% | $3,892-93.2% | $4,869-94.6% |
| Participant deferral / active EE | $3,127 | $3,932-20.5% | $3,166-1.2% | $5,287-40.9% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,132-99.9% |