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 | $30,443 | $106,890-71.5% | $84,015-63.8% | $152,861-80.1% |
| Participation rate | 68.8% | 75.2%-6.5pp | 69.0%-0.3pp | 82.4%-13.7pp |
| Annual return | 21.38% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,202 | $2,734-56.0% | $1,983-39.4% | $4,762-74.8% |
| Participant deferral / active EE | $1,960 | $4,011-51.1% | $3,239-39.5% | $5,850-66.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |