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 | $89,417 | $165,335-45.9% | $149,696-40.3% | $158,922-43.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,088 | $5,103-78.7% | $4,644-76.6% | $4,761-77.1% |
| Participant deferral / active EE | $8,823 | $7,181+22.9% | $6,842+29.0% | $5,982+47.5% |
| Admin fee / account holder | $181 | $10,807-98.3% | $9,309-98.1% | $11,246-98.4% |