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 | $34,281 | $106,515-67.8% | $96,683-64.5% | $139,434-75.4% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 23.86% | 38.43%-14.6pp | 35.69%-11.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,913 | $4,103-29.0% | $3,737-22.0% | $4,751-38.7% |
| Participant deferral / active EE | $4,769 | $5,454-12.6% | $4,878-2.2% | $6,710-28.9% |
| Admin fee / account holder | $251 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |