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 | $35,963 | $124,281-71.1% | $109,143-67.0% | $167,490-78.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 18.33% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,020 | $4,207-52.0% | $3,722-45.7% | $4,837-58.2% |
| Participant deferral / active EE | $7,968 | $5,255+51.6% | $4,653+71.2% | $6,341+25.6% |
| Admin fee / account holder | $118 | $7,970-98.5% | $6,752-98.3% | $12,309-99.0% |