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 | $46,190 | $157,256-70.6% | $141,162-67.3% | $152,861-69.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 16.67% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,217 | $5,261-57.9% | $4,735-53.2% | $4,762-53.4% |
| Participant deferral / active EE | $3,791 | $7,109-46.7% | $6,709-43.5% | $5,850-35.2% |
| Admin fee / account holder | $186 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |