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 | $80,049 | $133,922-40.2% | $116,228-31.1% | $142,382-43.8% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.6%-6.1pp | 80.1%-11.7pp |
| Annual return | 14.54% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,151 | $3,446-66.6% | $2,994-61.5% | $4,299-73.2% |
| Participant deferral / active EE | $3,378 | $5,672-40.5% | $4,953-31.8% | $6,507-48.1% |
| Admin fee / account holder | $176 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |