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 | $100,083 | $129,217-22.5% | $93,406+7.1% | $158,922-37.0% |
| Participation rate | 22.2% | 71.0%-48.8pp | 66.8%-44.6pp | 82.0%-59.7pp |
| Annual return | 5.19% | 118.21%-113.0pp | 78.05%-72.9pp | 302.83%-297.6pp |
| Employer contribution / active EE | $384 | $2,711-85.8% | $2,075-81.5% | $4,761-91.9% |
| Participant deferral / active EE | $517 | $3,909-86.8% | $3,126-83.5% | $5,982-91.4% |
| Admin fee / account holder | $164 | $7,383-97.8% | $5,230-96.9% | $11,246-98.5% |