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 | $78,170 | $127,264-38.6% | $109,895-28.9% | $167,490-53.3% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.2%-15.9pp | 82.1%-23.8pp |
| Annual return | 12.62% | 22.97%-10.3pp | 29.45%-16.8pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,243 | $3,322-62.6% | $2,842-56.3% | $4,837-74.3% |
| Participant deferral / active EE | $2,816 | $4,514-37.6% | $4,048-30.4% | $6,341-55.6% |
| Admin fee / account holder | $288 | $7,114-95.9% | $6,066-95.2% | $12,309-97.7% |