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 | $110,537 | $152,587-27.6% | $125,175-11.7% | $152,861-27.7% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 23.86% | 54.84%-31.0pp | 43.79%-19.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,583 | $4,946-68.0% | $3,865-59.0% | $4,762-66.8% |
| Participant deferral / active EE | $4,240 | $5,868-27.7% | $4,937-14.1% | $5,850-27.5% |
| Admin fee / account holder | $59 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |