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 | $40,165 | $96,484-58.4% | $75,886-47.1% | $152,861-73.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 27.15% | 33.98%-6.8pp | 30.76%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,448 | $3,309-26.0% | $2,500-2.1% | $4,762-48.6% |
| Participant deferral / active EE | $3,484 | $4,553-23.5% | $3,603-3.3% | $5,850-40.4% |
| Admin fee / account holder | $261 | $8,078-96.8% | $5,418-95.2% | $11,596-97.7% |