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 | $71,919 | $121,625-40.9% | $104,607-31.2% | $158,922-54.7% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 8.54% | 465.26%-456.7pp | 340.46%-331.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,133 | $3,163-64.2% | $2,681-57.7% | $4,761-76.2% |
| Participant deferral / active EE | $3,180 | $4,177-23.9% | $3,740-15.0% | $5,982-46.8% |
| Admin fee / account holder | $15 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |