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 | $87,560 | $165,335-47.0% | $149,696-41.5% | $158,922-44.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.12% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,248 | $5,103-75.6% | $4,644-73.1% | $4,761-73.8% |
| Participant deferral / active EE | $4,671 | $7,181-34.9% | $6,842-31.7% | $5,982-21.9% |
| Admin fee / account holder | $169 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |