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 | $79,613 | $101,069-21.2% | $81,478-2.3% | $147,584-46.1% |
| Participation rate | 30.8% | 74.5%-43.7pp | 68.0%-37.2pp | 82.8%-52.1pp |
| Annual return | 16.66% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,091 | $3,205-66.0% | $2,568-57.5% | $4,876-77.6% |
| Participant deferral / active EE | $3,654 | $4,242-13.9% | $3,537+3.3% | $5,439-32.8% |
| Admin fee / account holder | $214 | $5,812-96.3% | $4,561-95.3% | $10,885-98.0% |