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 | $80,807 | $183,592-56.0% | $155,567-48.1% | $145,959-44.6% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 10.35% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,446 | $5,315-54.0% | $4,674-47.7% | $4,661-47.5% |
| Participant deferral / active EE | $5,985 | $6,464-7.4% | $5,628+6.3% | $6,689-10.5% |
| Admin fee / account holder | $225 | $19,318-98.8% | $15,916-98.6% | $13,398-98.3% |