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 | $29,602 | $111,754-73.5% | $103,333-71.4% | $145,922-79.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.49% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,603 | $4,212-38.2% | $3,868-32.7% | $4,660-44.1% |
| Participant deferral / active EE | $4,899 | $5,619-12.8% | $5,057-3.1% | $6,688-26.7% |
| Admin fee / account holder | $267 | $9,750-97.3% | $8,355-96.8% | $13,397-98.0% |