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 | $92,372 | $106,515-13.3% | $96,683-4.5% | $139,434-33.8% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-27.9pp |
| Annual return | 16.41% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $961 | $4,103-76.6% | $3,737-74.3% | $4,751-79.8% |
| Participant deferral / active EE | $2,027 | $5,454-62.8% | $4,878-58.5% | $6,710-69.8% |
| Admin fee / account holder | $116 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |