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 | $75,525 | $111,535-32.3% | $105,223-28.2% | $137,256-45.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 20.08% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,487 | $3,939-62.2% | $3,689-59.7% | $4,156-64.2% |
| Participant deferral / active EE | $3,500 | $5,500-36.4% | $5,072-31.0% | $6,407-45.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |