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 8-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 | $34,645 | $99,921-65.3% | $85,009-59.2% | $145,959-76.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.15% | 83.89%-73.7pp | 66.47%-56.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,482 | $3,233-54.2% | $2,728-45.7% | $4,661-68.2% |
| Participant deferral / active EE | $1,853 | $5,293-65.0% | $4,522-59.0% | $6,689-72.3% |
| Admin fee / account holder | $141 | $7,252-98.1% | $6,153-97.7% | $13,398-98.9% |