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 | $93,067 | $135,952-31.5% | $123,892-24.9% | $273,961-66.0% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 5.73% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,320 | $5,170-74.5% | $4,617-71.4% | $4,869-72.9% |
| Participant deferral / active EE | $4,200 | $6,343-33.8% | $5,984-29.8% | $5,287-20.6% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |