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 | $93,187 | $135,952-31.5% | $123,892-24.8% | $273,961-66.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 10.52% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,832 | $5,170-64.6% | $4,617-60.3% | $4,869-62.4% |
| Participant deferral / active EE | $3,529 | $6,343-44.4% | $5,984-41.0% | $5,287-33.3% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |