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 | $40,595 | $175,202-76.8% | $149,673-72.9% | $139,434-70.9% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 15.19% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,724 | $5,474-68.5% | $4,818-64.2% | $4,751-63.7% |
| Participant deferral / active EE | $3,066 | $6,519-53.0% | $5,680-46.0% | $6,710-54.3% |
| Admin fee / account holder | $249 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |