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 | $41,062 | $165,335-75.2% | $149,696-72.6% | $158,922-74.2% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 22.28% | 348.15%-325.9pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,229 | $5,103-75.9% | $4,644-73.5% | $4,761-74.2% |
| Participant deferral / active EE | $3,690 | $7,181-48.6% | $6,842-46.1% | $5,982-38.3% |
| Admin fee / account holder | $188 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |