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 | $52,719 | $118,450-55.5% | $98,439-46.4% | $139,434-62.2% |
| Participation rate | 56.5% | 77.4%-20.9pp | 75.2%-18.6pp | 80.3%-23.8pp |
| Annual return | 13.48% | 18.94%-5.5pp | 21.16%-7.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,157 | $3,609-67.9% | $3,048-62.0% | $4,751-75.6% |
| Participant deferral / active EE | $2,743 | $5,392-49.1% | $4,738-42.1% | $6,710-59.1% |
| Admin fee / account holder | $36 | $14,026-99.7% | $8,948-99.6% | $11,403-99.7% |