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 | $51,280 | $106,515-51.9% | $96,683-47.0% | $139,434-63.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 22.27% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,499 | $4,103-39.1% | $3,737-33.1% | $4,751-47.4% |
| Participant deferral / active EE | $6,806 | $5,454+24.8% | $4,878+39.5% | $6,710+1.4% |
| Admin fee / account holder | $289 | $7,877-96.3% | $6,730-95.7% | $11,403-97.5% |