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 | $48,216 | $177,572-72.8% | $154,803-68.9% | $142,382-66.1% |
| Participation rate | 40.9% | 82.1%-41.1pp | 78.1%-37.2pp | 80.1%-39.2pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,370 | $4,810-71.5% | $4,305-68.2% | $4,299-68.1% |
| Participant deferral / active EE | $3,273 | $6,272-47.8% | $5,540-40.9% | $6,507-49.7% |
| Admin fee / account holder | $125 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |