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 | $57,178 | $99,985-42.8% | $146,665-61.0% | $85,850-33.4% |
| Participation rate | 25.0% | 73.1%-48.1pp | 80.1%-55.1pp | 69.3%-44.3pp |
| Annual return | 17.73% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,315 | $2,559-48.6% | $4,136-68.2% | $2,565-48.7% |
| Participant deferral / active EE | $3,441 | $4,006-14.1% | $5,506-37.5% | $3,952-12.9% |
| Admin fee / account holder | $72 | $7,702-99.1% | $10,280-99.3% | $6,260-98.8% |