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 | $21,781 | $93,346-76.7% | $71,796-69.7% | $273,961-92.0% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 9.21% | 130.39%-121.2pp | 78.04%-68.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,106 | $2,733-59.5% | $1,924-42.5% | $4,869-77.3% |
| Participant deferral / active EE | $2,735 | $3,475-21.3% | $2,794-2.1% | $5,287-48.3% |
| Admin fee / account holder | $42 | $6,571-99.4% | $4,815-99.1% | $10,132-99.6% |