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 | $145,620 | $179,726-19.0% | $156,263-6.8% | $142,382+2.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 17.79% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,350 | $5,069-53.6% | $4,333-45.8% | $4,299-45.3% |
| Participant deferral / active EE | $5,882 | $6,956-15.4% | $6,158-4.5% | $6,507-9.6% |
| Admin fee / account holder | $153 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |