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 | $48,257 | $105,859-54.4% | $90,160-46.5% | $147,584-67.3% |
| Participation rate | 65.0% | 79.7%-14.7pp | 76.9%-11.9pp | 82.8%-17.8pp |
| Annual return | 14.07% | 37.63%-23.6pp | 34.88%-20.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,278 | $4,126-44.8% | $3,318-31.3% | $4,876-53.3% |
| Participant deferral / active EE | $3,755 | $5,733-34.5% | $5,288-29.0% | $5,439-31.0% |
| Admin fee / account holder | $119 | $8,046-98.5% | $5,943-98.0% | $10,885-98.9% |