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 | $60,215 | $179,726-66.5% | $156,263-61.5% | $142,382-57.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 20.18% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,366 | $5,069-73.0% | $4,333-68.5% | $4,299-68.2% |
| Participant deferral / active EE | $3,071 | $6,956-55.9% | $6,158-50.1% | $6,507-52.8% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |