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 | $51,882 | $102,966-49.6% | $90,281-42.5% | $152,861-66.1% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 27.24% | 95.16%-67.9pp | 78.10%-50.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,102 | $3,139-64.9% | $2,854-61.4% | $4,762-76.9% |
| Participant deferral / active EE | $2,963 | $4,281-30.8% | $3,885-23.7% | $5,850-49.3% |
| Admin fee / account holder | $162 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |