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 | $91,919 | $177,572-48.2% | $154,803-40.6% | $142,382-35.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.20% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,962 | $4,810-59.2% | $4,305-54.4% | $4,299-54.4% |
| Participant deferral / active EE | $5,356 | $6,272-14.6% | $5,540-3.3% | $6,507-17.7% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |