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 | $104,485 | $177,572-41.2% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 16.31% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $920 | $4,810-80.9% | $4,305-78.6% | $4,299-78.6% |
| Participant deferral / active EE | $4,232 | $6,272-32.5% | $5,540-23.6% | $6,507-35.0% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |