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 | $79,052 | $117,983-33.0% | $101,794-22.3% | $142,382-44.5% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.2%-51.0pp | 80.1%-61.9pp |
| Annual return | 16.04% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $648 | $2,773-76.6% | $2,289-71.7% | $4,299-84.9% |
| Participant deferral / active EE | $2,123 | $4,714-55.0% | $4,084-48.0% | $6,507-67.4% |
| Admin fee / account holder | $33 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |