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 | $60,595 | $178,174-66.0% | $156,181-61.2% | $137,256-55.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 19.65% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,732 | $4,972-65.2% | $4,294-59.7% | $4,156-58.3% |
| Participant deferral / active EE | $2,608 | $6,888-62.1% | $6,132-57.5% | $6,407-59.3% |
| Admin fee / account holder | $15 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |