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 | $51,301 | $165,335-69.0% | $149,696-65.7% | $158,922-67.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.71% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,751 | $5,103-65.7% | $4,644-62.3% | $4,761-63.2% |
| Participant deferral / active EE | $5,054 | $7,181-29.6% | $6,842-26.1% | $5,982-15.5% |
| Admin fee / account holder | $169 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |