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 | $23,499 | $48,046-51.1% | $84,611-72.2% | $72,985-67.8% |
| Participation rate | 39.4% | 57.6%-18.2pp | 68.2%-28.8pp | 69.5%-30.1pp |
| Annual return | 24.86% | 37.38%-12.5pp | 258.74%-233.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,687 | $2,680+0.2% | $3,899-31.1% | $3,607-25.5% |
| Admin fee / account holder | $146 | $3,395-95.7% | $4,912-97.0% | $5,124-97.1% |