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 | $48,803 | $135,952-64.1% | $123,892-60.6% | $273,961-82.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.76% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,956 | $5,170-42.8% | $4,617-36.0% | $4,869-39.3% |
| Participant deferral / active EE | $5,345 | $6,343-15.7% | $5,984-10.7% | $5,287+1.1% |
| Admin fee / account holder | $119 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |