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 | $30,653 | $162,781-81.2% | $133,956-77.1% | $158,922-80.7% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 18.24% | 41.94%-23.7pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,632 | $4,975-67.2% | $3,919-58.4% | $4,761-65.7% |
| Participant deferral / active EE | $2,600 | $5,911-56.0% | $5,048-48.5% | $5,982-56.5% |
| Admin fee / account holder | $145 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |