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 | $47,602 | $148,534-68.0% | $135,903-65.0% | $139,434-65.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.94% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,158 | $5,243-77.9% | $4,856-76.2% | $4,751-75.6% |
| Participant deferral / active EE | $2,886 | $8,100-64.4% | $7,758-62.8% | $6,710-57.0% |
| Admin fee / account holder | $135 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |