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 | $100,513 | $209,411-52.0% | $178,490-43.7% | $158,922-36.8% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 15.30% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,924 | $5,706-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $3,380 | $5,954-43.2% | $5,202-35.0% | $5,982-43.5% |
| Admin fee / account holder | -$73 | $17,074-100.4% | $13,984-100.5% | $11,246-100.7% |