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 | $108,651 | $157,256-30.9% | $141,162-23.0% | $152,861-28.9% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 20.03% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,951 | $5,261-62.9% | $4,735-58.8% | $4,762-59.0% |
| Participant deferral / active EE | $6,939 | $7,109-2.4% | $6,709+3.4% | $5,850+18.6% |
| Admin fee / account holder | $91 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |