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 | $123,081 | $179,726-31.5% | $156,263-21.2% | $142,382-13.6% |
| Participation rate | 56.5% | 82.1%-25.6pp | 78.9%-22.4pp | 80.1%-23.6pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,032 | $5,069-59.9% | $4,333-53.1% | $4,299-52.7% |
| Participant deferral / active EE | $2,805 | $6,956-59.7% | $6,158-54.5% | $6,507-56.9% |
| Admin fee / account holder | $61 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |