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 | $93,482 | $159,602-41.4% | $150,045-37.7% | $142,382-34.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 22.44% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,286 | $4,961-74.1% | $4,693-72.6% | $4,299-70.1% |
| Participant deferral / active EE | $3,961 | $8,310-52.3% | $7,997-50.5% | $6,507-39.1% |
| Admin fee / account holder | $189 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |