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 | $33,801 | $112,096-69.8% | $95,952-64.8% | $158,922-78.7% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 16.28% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,137 | $3,198-64.4% | $2,541-55.2% | $4,761-76.1% |
| Participant deferral / active EE | $3,059 | $4,784-36.1% | $4,167-26.6% | $5,982-48.9% |
| Admin fee / account holder | $163 | $10,130-98.4% | $6,795-97.6% | $11,246-98.5% |