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 | $41,393 | $114,381-63.8% | $107,525-61.5% | $142,382-70.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 16.37% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,122 | $4,015-72.0% | $3,754-70.1% | $4,299-73.9% |
| Participant deferral / active EE | $7,060 | $5,564+26.9% | $5,116+38.0% | $6,507+8.5% |
| Admin fee / account holder | $75 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |