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 | $40,090 | $142,405-71.8% | $115,157-65.2% | $152,861-73.8% |
| Participation rate | 68.8% | 82.4%-13.6pp | 75.9%-7.2pp | 82.4%-13.7pp |
| Annual return | 23.02% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,631 | $4,010-59.3% | $3,179-48.7% | $4,762-65.8% |
| Participant deferral / active EE | $4,511 | $5,164-12.6% | $4,168+8.2% | $5,850-22.9% |
| Admin fee / account holder | $217 | $8,462-97.4% | $7,088-96.9% | $11,596-98.1% |