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 | $86,820 | $95,266-8.9% | $82,389+5.4% | $142,382-39.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 14.32% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,323 | $2,991-55.8% | $2,517-47.4% | $4,299-69.2% |
| Participant deferral / active EE | $3,310 | $4,809-31.2% | $4,155-20.3% | $6,507-49.1% |
| Admin fee / account holder | $51 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |