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 | $60,000 | $117,841-49.1% | $102,423-41.4% | $145,922-58.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.19% | 31.65%-16.5pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,899 | $3,615-47.5% | $3,023-37.2% | $4,660-59.2% |
| Participant deferral / active EE | $9,899 | $5,731+72.7% | $5,053+95.9% | $6,688+48.0% |
| Admin fee / account holder | $181 | $13,326-98.6% | $9,451-98.1% | $13,397-98.7% |