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 | $39,588 | $165,335-76.1% | $149,696-73.6% | $158,922-75.1% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 17.27% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,137 | $5,103-77.7% | $4,644-75.5% | $4,761-76.1% |
| Participant deferral / active EE | $2,865 | $7,181-60.1% | $6,842-58.1% | $5,982-52.1% |
| Admin fee / account holder | $136 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |