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 | $80,580 | $152,587-47.2% | $125,175-35.6% | $152,861-47.3% |
| Participation rate | 47.8% | 83.3%-35.5pp | 79.8%-32.0pp | 82.4%-34.6pp |
| Annual return | 22.77% | 54.84%-32.1pp | 43.79%-21.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,636 | $4,946-66.9% | $3,865-57.7% | $4,762-65.7% |
| Participant deferral / active EE | $3,897 | $5,868-33.6% | $4,937-21.1% | $5,850-33.4% |
| Admin fee / account holder | $52 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |