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 | $52,955 | $227,553-76.7% | $189,557-72.1% | $167,490-68.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 15.45% | 78.40%-63.0pp | 64.17%-48.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,094 | $5,316-79.4% | $4,412-75.2% | $4,837-77.4% |
| Participant deferral / active EE | $3,639 | $7,002-48.0% | $6,174-41.0% | $6,341-42.6% |
| Admin fee / account holder | $192 | $11,878-98.4% | $9,807-98.0% | $12,309-98.4% |