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 | $71,801 | $111,754-35.8% | $103,333-30.5% | $145,922-50.8% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 13.66% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,862 | $4,212-55.8% | $3,868-51.9% | $4,660-60.0% |
| Participant deferral / active EE | $3,107 | $5,619-44.7% | $5,057-38.6% | $6,688-53.5% |
| Admin fee / account holder | $78 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |