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 | $27,962 | $112,096-75.1% | $95,952-70.9% | $158,922-82.4% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 9.98% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,488 | $3,198-53.5% | $2,541-41.4% | $4,761-68.7% |
| Participant deferral / active EE | $3,493 | $4,784-27.0% | $4,167-16.2% | $5,982-41.6% |
| Admin fee / account holder | $25 | $10,130-99.7% | $6,795-99.6% | $11,246-99.8% |