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 | $44,306 | $121,625-63.6% | $104,607-57.6% | $158,922-72.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 17.33% | 465.26%-447.9pp | 340.46%-323.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,766 | $3,163-44.2% | $2,681-34.1% | $4,761-62.9% |
| Participant deferral / active EE | $2,946 | $4,177-29.5% | $3,740-21.2% | $5,982-50.7% |
| Admin fee / account holder | -$35 | $7,787-100.5% | $6,473-100.5% | $11,246-100.3% |