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 | $87,144 | $106,515-18.2% | $96,683-9.9% | $139,434-37.5% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 13.81% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,035 | $4,103-74.8% | $3,737-72.3% | $4,751-78.2% |
| Participant deferral / active EE | $3,201 | $5,454-41.3% | $4,878-34.4% | $6,710-52.3% |
| Admin fee / account holder | $16 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |