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 | $145,079 | $177,572-18.3% | $154,803-6.3% | $142,382+1.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.30% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,724 | $4,810-64.2% | $4,305-60.0% | $4,299-59.9% |
| Participant deferral / active EE | $3,210 | $6,272-48.8% | $5,540-42.1% | $6,507-50.7% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |