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 | $76,070 | $117,841-35.4% | $102,423-25.7% | $145,922-47.9% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.6pp |
| Annual return | 11.69% | 31.65%-20.0pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $886 | $3,615-75.5% | $3,023-70.7% | $4,660-81.0% |
| Participant deferral / active EE | $2,672 | $5,731-53.4% | $5,053-47.1% | $6,688-60.0% |
| Admin fee / account holder | $122 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |