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 | $44,884 | $58,208-22.9% | $81,812-45.1% | $80,856-44.5% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.3%-24.3pp | 67.6%-19.6pp |
| Annual return | 21.48% | 41.66%-20.2pp | 773.79%-752.3pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,107 | $2,340-52.7% | $2,912-62.0% | $2,755-59.8% |
| Participant deferral / active EE | $2,342 | $3,281-28.6% | $4,319-45.8% | $4,296-45.5% |
| Admin fee / account holder | $75 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |