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 | $89,702 | $152,587-41.2% | $125,175-28.3% | $152,861-41.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 22.04% | 54.84%-32.8pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,758 | $4,946-64.5% | $3,865-54.5% | $4,762-63.1% |
| Participant deferral / active EE | $5,419 | $5,868-7.6% | $4,937+9.8% | $5,850-7.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |