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 | $31,465 | $227,553-86.2% | $189,557-83.4% | $167,490-81.2% |
| Participation rate | 68.4% | 82.5%-14.1pp | 78.4%-10.0pp | 82.1%-13.7pp |
| Annual return | 9.71% | 78.40%-68.7pp | 64.17%-54.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,803 | $5,316-66.1% | $4,412-59.1% | $4,837-62.7% |
| Participant deferral / active EE | $5,218 | $7,002-25.5% | $6,174-15.5% | $6,341-17.7% |
| Admin fee / account holder | $287 | $11,878-97.6% | $9,807-97.1% | $12,309-97.7% |