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 | $102,225 | $149,679-31.7% | $117,039-12.7% | $147,584-30.7% |
| Participation rate | 52.2% | 83.5%-31.3pp | 77.2%-25.0pp | 82.8%-30.7pp |
| Annual return | 17.62% | 19.31%-1.7pp | 18.95%-1.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,101 | $4,937-77.7% | $3,785-70.9% | $4,876-77.4% |
| Participant deferral / active EE | $3,071 | $4,912-37.5% | $3,929-21.8% | $5,439-43.5% |
| Admin fee / account holder | $56 | $7,856-99.3% | $5,974-99.1% | $10,885-99.5% |