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 | $26,436 | $99,877-73.5% | $84,966-68.9% | $145,922-81.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.11% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $956 | $3,231-70.4% | $2,727-65.0% | $4,660-79.5% |
| Participant deferral / active EE | $4,971 | $5,291-6.0% | $4,519+10.0% | $6,688-25.7% |
| Admin fee / account holder | $46 | $7,248-99.4% | $6,149-99.2% | $13,397-99.7% |