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 | $47,559 | $106,515-55.3% | $96,683-50.8% | $139,434-65.9% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 32.66% | 38.43%-5.8pp | 35.69%-3.0pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,302 | $4,103-68.3% | $3,737-65.2% | $4,751-72.6% |
| Participant deferral / active EE | $4,325 | $5,454-20.7% | $4,878-11.3% | $6,710-35.5% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |