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 | $102,223 | $142,405-28.2% | $115,157-11.2% | $152,861-33.1% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.0pp | 82.4%-39.6pp |
| Annual return | 23.57% | 41.48%-17.9pp | 35.60%-12.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,036 | $4,010-74.2% | $3,179-67.4% | $4,762-78.3% |
| Participant deferral / active EE | $1,527 | $5,164-70.4% | $4,168-63.4% | $5,850-73.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |