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 | $89,141 | $97,125-8.2% | $86,233+3.4% | $137,256-35.1% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.0%-23.2pp | 80.0%-34.1pp |
| Annual return | 13.30% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,639 | $2,841-42.3% | $2,504-34.6% | $4,156-60.6% |
| Participant deferral / active EE | $4,178 | $5,180-19.3% | $4,559-8.4% | $6,407-34.8% |
| Admin fee / account holder | $85 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |