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 | $86,353 | $165,984-48.0% | $164,813-47.6% | $145,922-40.8% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 12.66% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,346 | $5,273-74.5% | $4,341-69.0% | $4,660-71.1% |
| Participant deferral / active EE | $4,780 | $6,959-31.3% | $6,031-20.8% | $6,688-28.5% |
| Admin fee / account holder | $296 | $16,648-98.2% | $12,690-97.7% | $13,397-97.8% |