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 | $43,671 | $228,332-80.9% | $185,823-76.5% | $158,922-72.5% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 21.90% | 40.80%-18.9pp | 35.95%-14.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,953 | $4,967-60.7% | $4,087-52.2% | $4,761-59.0% |
| Participant deferral / active EE | $2,816 | $6,415-56.1% | $5,632-50.0% | $5,982-52.9% |
| Admin fee / account holder | $18 | $11,864-99.9% | $9,500-99.8% | $11,246-99.8% |