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 | $66,765 | $107,334-37.8% | $92,893-28.1% | $152,861-56.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 27.04% | 145.58%-118.5pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,251 | $4,221-70.4% | $3,653-65.8% | $4,762-73.7% |
| Participant deferral / active EE | $4,703 | $4,845-2.9% | $4,236+11.0% | $5,850-19.6% |
| Admin fee / account holder | $247 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |