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 | $43,884 | $95,266-53.9% | $82,389-46.7% | $142,382-69.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 17.09% | 25.74%-8.6pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $940 | $2,991-68.6% | $2,517-62.7% | $4,299-78.1% |
| Participant deferral / active EE | $1,727 | $4,809-64.1% | $4,155-58.4% | $6,507-73.5% |
| Admin fee / account holder | $186 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |