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 | $178,174-66.2% | $156,181-61.4% | $137,256-56.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 20.18% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,366 | $4,972-72.5% | $4,294-68.2% | $4,156-67.1% |
| Participant deferral / active EE | $3,071 | $6,888-55.4% | $6,132-49.9% | $6,407-52.1% |
| Admin fee / account holder | $11 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |