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 | $46,074 | $77,419-40.5% | $69,455-33.7% | $152,861-69.9% |
| Participation rate | 44.4% | 78.1%-33.7pp | 74.6%-30.2pp | 82.4%-38.0pp |
| Annual return | 21.58% | 39.06%-17.5pp | 28.97%-7.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,351 | $3,315-29.1% | $2,779-15.4% | $4,762-50.6% |
| Participant deferral / active EE | $2,437 | $4,414-44.8% | $3,535-31.1% | $5,850-58.3% |
| Admin fee / account holder | $163 | $6,207-97.4% | $3,839-95.8% | $11,596-98.6% |