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 | $99,006 | $162,781-39.2% | $133,956-26.1% | $158,922-37.7% |
| Participation rate | 52.4% | 83.2%-30.8pp | 79.8%-27.5pp | 82.0%-29.6pp |
| Annual return | 19.24% | 41.94%-22.7pp | 45.09%-25.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,828 | $4,975-63.3% | $3,919-53.4% | $4,761-61.6% |
| Participant deferral / active EE | $4,610 | $5,911-22.0% | $5,048-8.7% | $5,982-22.9% |
| Admin fee / account holder | $111 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |