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 | $82,227 | $165,984-50.5% | $164,813-50.1% | $145,922-43.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.92% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,265 | $5,273-57.0% | $4,341-47.8% | $4,660-51.4% |
| Participant deferral / active EE | $4,448 | $6,959-36.1% | $6,031-26.3% | $6,688-33.5% |
| Admin fee / account holder | $226 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |