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 | $124,780 | $148,534-16.0% | $135,903-8.2% | $139,434-10.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.25% | 79.19%-56.9pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,795 | $5,243-65.8% | $4,856-63.0% | $4,751-62.2% |
| Participant deferral / active EE | $10,628 | $8,100+31.2% | $7,758+37.0% | $6,710+58.4% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |