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 | $137,588 | $227,553-39.5% | $189,557-27.4% | $167,490-17.9% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.4%-13.7pp | 82.1%-17.4pp |
| Annual return | 10.23% | 78.40%-68.2pp | 64.17%-53.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,448 | $5,316-72.8% | $4,412-67.2% | $4,837-70.1% |
| Participant deferral / active EE | $6,870 | $7,002-1.9% | $6,174+11.3% | $6,341+8.3% |
| Admin fee / account holder | $59 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |