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 | $32,177 | $115,770-72.2% | $101,248-68.2% | $158,922-79.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 18.31% | 56.14%-37.8pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,940 | $4,175-29.6% | $3,660-19.7% | $4,761-38.3% |
| Participant deferral / active EE | $7,793 | $4,957+57.2% | $4,370+78.3% | $5,982+30.3% |
| Admin fee / account holder | $147 | $7,245-98.0% | $5,945-97.5% | $11,246-98.7% |