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 | $146,270 | $163,101-10.3% | $136,749+7.0% | $142,382+2.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 11.92% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,347 | $4,117-67.3% | $3,400-60.4% | $4,299-68.7% |
| Participant deferral / active EE | $1,347 | $5,585-75.9% | $4,692-71.3% | $6,507-79.3% |
| Admin fee / account holder | $40 | $14,318-99.7% | $11,386-99.6% | $12,624-99.7% |