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 | $96,450 | $118,849-18.8% | $96,562-0.1% | $167,490-42.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 9.43% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,012 | $3,120-67.5% | $2,356-57.0% | $4,837-79.1% |
| Participant deferral / active EE | $3,379 | $4,616-26.8% | $3,849-12.2% | $6,341-46.7% |
| Admin fee / account holder | $165 | $8,065-98.0% | $6,181-97.3% | $12,309-98.7% |