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 | $59,406 | $115,882-48.7% | $100,516-40.9% | $158,922-62.6% |
| Participation rate | 68.4% | 81.6%-13.2pp | 79.4%-11.0pp | 82.0%-13.5pp |
| Annual return | 14.69% | 34.79%-20.1pp | 30.89%-16.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,948 | $4,103-28.2% | $3,418-13.7% | $4,761-38.1% |
| Participant deferral / active EE | $5,935 | $6,674-11.1% | $6,270-5.3% | $5,982-0.8% |
| Admin fee / account holder | $222 | $10,995-98.0% | $8,081-97.2% | $11,246-98.0% |