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 | $49,092 | $149,734-67.2% | $118,925-58.7% | $158,922-69.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 14.33% | 19.95%-5.6pp | 35.88%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,211 | $4,115-70.6% | $3,263-62.9% | $4,761-74.6% |
| Participant deferral / active EE | $1,514 | $5,223-71.0% | $4,265-64.5% | $5,982-74.7% |
| Admin fee / account holder | $183 | $8,603-97.9% | $6,581-97.2% | $11,246-98.4% |