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 | $80,157 | $140,940-43.1% | $112,229-28.6% | $139,434-42.5% |
| Participation rate | 53.3% | 79.2%-25.9pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 18.18% | 32.71%-14.5pp | 30.20%-12.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,760 | $4,283-35.6% | $3,430-19.5% | $4,751-41.9% |
| Participant deferral / active EE | $4,649 | $5,874-20.9% | $4,798-3.1% | $6,710-30.7% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |