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 | $64,770 | $157,256-58.8% | $141,162-54.1% | $152,861-57.6% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.4%-40.8pp |
| Annual return | 17.78% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,566 | $5,261-70.2% | $4,735-66.9% | $4,762-67.1% |
| Participant deferral / active EE | $5,772 | $7,109-18.8% | $6,709-14.0% | $5,850-1.3% |
| Admin fee / account holder | $218 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |