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 | $35,873 | $106,515-66.3% | $96,683-62.9% | $139,434-74.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 17.49% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,955 | $4,103-52.3% | $3,737-47.7% | $4,751-58.8% |
| Participant deferral / active EE | $2,854 | $5,454-47.7% | $4,878-41.5% | $6,710-57.5% |
| Admin fee / account holder | $261 | $7,877-96.7% | $6,730-96.1% | $11,403-97.7% |