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 | $28,039 | $95,416-70.6% | $185,823-84.9% | $85,850-67.3% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 14.89% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,040 | $3,314-38.4% | $5,167-60.5% | $2,565-20.5% |
| Participant deferral / active EE | $2,693 | $3,423-21.3% | $5,568-51.6% | $3,952-31.9% |
| Admin fee / account holder | $127 | $7,213-98.2% | $16,237-99.2% | $6,260-98.0% |