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 | $103,925 | $127,777-18.7% | $106,548-2.5% | $167,490-38.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 14.78% | 33.87%-19.1pp | 26.80%-12.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,348 | $3,427-31.5% | $2,819-16.7% | $4,837-51.5% |
| Participant deferral / active EE | $6,888 | $5,087+35.4% | $4,398+56.6% | $6,341+8.6% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |