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 | $58,658 | $154,117-61.9% | $129,995-54.9% | $139,434-57.9% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 11.79% | 32.48%-20.7pp | -137.18%+149.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,260 | $5,289-76.2% | $4,320-70.8% | $4,751-73.5% |
| Participant deferral / active EE | $3,417 | $6,710-49.1% | $5,820-41.3% | $6,710-49.1% |
| Admin fee / account holder | $245 | $14,007-98.2% | $10,614-97.7% | $11,403-97.8% |