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 | $86,360 | $148,534-41.9% | $135,903-36.5% | $139,434-38.1% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 19.79% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,158 | $5,243-58.8% | $4,856-55.6% | $4,751-54.6% |
| Participant deferral / active EE | $4,722 | $8,100-41.7% | $7,758-39.1% | $6,710-29.6% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |