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 | $51,481 | $162,781-68.4% | $133,956-61.6% | $158,922-67.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.52% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,866 | $4,975-62.5% | $3,919-52.4% | $4,761-60.8% |
| Participant deferral / active EE | $3,085 | $5,911-47.8% | $5,048-38.9% | $5,982-48.4% |
| Admin fee / account holder | $263 | $11,736-97.8% | $8,927-97.1% | $11,246-97.7% |