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 | $58,926 | $112,096-47.4% | $95,952-38.6% | $158,922-62.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 22.62% | 171.09%-148.5pp | 91.61%-69.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,147 | $3,198-64.1% | $2,541-54.9% | $4,761-75.9% |
| Participant deferral / active EE | $3,958 | $4,784-17.3% | $4,167-5.0% | $5,982-33.8% |
| Admin fee / account holder | $24 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |