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 | $30,756 | $109,327-71.9% | $89,391-65.6% | $158,922-80.6% |
| Participation rate | 45.0% | 74.3%-29.3pp | 68.0%-23.0pp | 82.0%-37.0pp |
| Annual return | 20.00% | 345.68%-325.7pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,540 | $3,170-51.4% | $2,586-40.4% | $4,761-67.6% |
| Participant deferral / active EE | $2,002 | $4,598-56.5% | $3,890-48.5% | $5,982-66.5% |
| Admin fee / account holder | $264 | $6,153-95.7% | $4,881-94.6% | $11,246-97.7% |