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 | $33,658 | $115,770-70.9% | $101,248-66.8% | $158,922-78.8% |
| Participation rate | 43.5% | 79.4%-35.9pp | 75.8%-32.3pp | 82.0%-38.5pp |
| Annual return | 10.91% | 56.14%-45.2pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,591 | $4,175-61.9% | $3,660-56.5% | $4,761-66.6% |
| Participant deferral / active EE | $2,048 | $4,957-58.7% | $4,370-53.1% | $5,982-65.8% |
| Admin fee / account holder | $248 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |