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 | $28,897 | $106,515-72.9% | $96,683-70.1% | $139,434-79.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 29.03% | 38.43%-9.4pp | 35.69%-6.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $1,880 | $4,103-54.2% | $3,737-49.7% | $4,751-60.4% |
| Participant deferral / active EE | $2,562 | $5,454-53.0% | $4,878-47.5% | $6,710-61.8% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |