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 | $73,720 | $227,553-67.6% | $189,557-61.1% | $167,490-56.0% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.4%-15.3pp | 82.1%-18.9pp |
| Annual return | 20.20% | 78.40%-58.2pp | 64.17%-44.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,052 | $5,316-61.4% | $4,412-53.5% | $4,837-57.6% |
| Participant deferral / active EE | $3,659 | $7,002-47.7% | $6,174-40.7% | $6,341-42.3% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |