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 | $26,388 | $176,377-85.0% | $134,143-80.3% | $158,922-83.4% |
| Participation rate | 59.1% | 78.7%-19.6pp | 72.2%-13.1pp | 82.0%-22.9pp |
| Annual return | 24.61% | 63.63%-39.0pp | 36.33%-11.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,330 | $5,040-73.6% | $3,704-64.1% | $4,761-72.1% |
| Participant deferral / active EE | $2,612 | $4,091-36.1% | $3,499-25.3% | $5,982-56.3% |
| Admin fee / account holder | $269 | $8,718-96.9% | $6,684-96.0% | $11,246-97.6% |