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 | $58,027 | $105,126-44.8% | $94,646-38.7% | $139,434-58.4% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 16.13% | 38.03%-21.9pp | 156.71%-140.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,835 | $4,106-55.3% | $3,672-50.0% | $4,751-61.4% |
| Participant deferral / active EE | $3,284 | $7,599-56.8% | $7,418-55.7% | $6,710-51.1% |
| Admin fee / account holder | $80 | $8,984-99.1% | $7,231-98.9% | $11,403-99.3% |