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 | $71,597 | $142,405-49.7% | $115,157-37.8% | $152,861-53.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 22.81% | 41.48%-18.7pp | 35.60%-12.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,135 | $4,010-46.7% | $3,179-32.8% | $4,762-55.2% |
| Participant deferral / active EE | $3,549 | $5,164-31.3% | $4,168-14.9% | $5,850-39.3% |
| Admin fee / account holder | $231 | $8,462-97.3% | $7,088-96.7% | $11,596-98.0% |