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 | $23,653 | $84,696-72.1% | $75,696-68.8% | $167,490-85.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 15.36% | 199.36%-184.0pp | 104.53%-89.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $404 | $3,230-87.5% | $2,743-85.3% | $4,837-91.6% |
| Participant deferral / active EE | $3,658 | $4,580-20.1% | $3,821-4.3% | $6,341-42.3% |
| Admin fee / account holder | $160 | $5,355-97.0% | $3,619-95.6% | $12,309-98.7% |