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 | $43,686 | $98,750-55.8% | $149,696-70.8% | $79,858-45.3% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.7pp |
| Annual return | 19.33% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,004 | $3,216-37.7% | $4,644-56.8% | $2,471-18.9% |
| Participant deferral / active EE | $4,134 | $5,680-27.2% | $6,842-39.6% | $3,740+10.5% |
| Admin fee / account holder | $198 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |