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 | $144,399 | $165,335-12.7% | $149,696-3.5% | $158,922-9.1% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 17.22% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,762 | $5,103-65.5% | $4,644-62.1% | $4,761-63.0% |
| Participant deferral / active EE | $5,133 | $7,181-28.5% | $6,842-25.0% | $5,982-14.2% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |