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 | $68,576 | $165,912-58.7% | $122,332-43.9% | $147,584-53.5% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 17.08% | 34.55%-17.5pp | 30.27%-13.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,362 | $5,754-76.3% | $4,050-66.4% | $4,876-72.1% |
| Participant deferral / active EE | $4,315 | $4,005+7.7% | $3,287+31.3% | $5,439-20.7% |
| Admin fee / account holder | $117 | $7,424-98.4% | $5,478-97.9% | $10,885-98.9% |