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 | $80,129 | $135,952-41.1% | $123,892-35.3% | $273,961-70.8% |
| Participation rate | 27.8% | 84.1%-56.3pp | 81.4%-53.6pp | 83.0%-55.2pp |
| Annual return | 30.67% | 56.63%-26.0pp | 47.52%-16.8pp | 41.45%-10.8pp |
| Employer contribution / active EE | $1,001 | $5,170-80.6% | $4,617-78.3% | $4,869-79.4% |
| Participant deferral / active EE | $3,083 | $6,343-51.4% | $5,984-48.5% | $5,287-41.7% |
| Admin fee / account holder | $244 | $9,817-97.5% | $8,357-97.1% | $10,132-97.6% |