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 | $46,056 | $113,339-59.4% | $94,993-51.5% | $147,584-68.8% |
| Participation rate | 45.0% | 78.0%-33.0pp | 73.9%-28.9pp | 82.8%-37.8pp |
| Annual return | 16.31% | 20.77%-4.5pp | 27.12%-10.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $871 | $3,160-72.5% | $2,603-66.6% | $4,876-82.1% |
| Participant deferral / active EE | $2,271 | $3,777-39.9% | $3,317-31.5% | $5,439-58.2% |
| Admin fee / account holder | $196 | $6,063-96.8% | $4,960-96.0% | $10,885-98.2% |