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 | $48,902 | $105,931-53.8% | $81,930-40.3% | $158,922-69.2% |
| Participation rate | 41.7% | 75.6%-33.9pp | 72.0%-30.3pp | 82.0%-40.3pp |
| Annual return | 25.87% | 38.17%-12.3pp | 29.49%-3.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,245 | $7,800-84.0% | $4,310-71.1% | $4,761-73.8% |
| Participant deferral / active EE | $2,601 | $13,003-80.0% | $7,107-63.4% | $5,982-56.5% |
| Admin fee / account holder | $18 | $8,489-99.8% | $5,158-99.7% | $11,246-99.8% |