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 | $63,119 | $124,281-49.2% | $109,143-42.2% | $167,490-62.3% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 12.47% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,693 | $4,207-36.0% | $3,722-27.6% | $4,837-44.3% |
| Participant deferral / active EE | $4,269 | $5,255-18.8% | $4,653-8.3% | $6,341-32.7% |
| Admin fee / account holder | $279 | $7,970-96.5% | $6,752-95.9% | $12,309-97.7% |