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 | $51,649 | $144,119-64.2% | $117,854-56.2% | $147,584-65.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 23.50% | 531.15%-507.6pp | 335.08%-311.6pp | 578.55%-555.0pp |
| Employer contribution / active EE | $4,189 | $4,896-14.5% | $3,786+10.6% | $4,876-14.1% |
| Participant deferral / active EE | $8,327 | $5,316+56.6% | $4,482+85.8% | $5,439+53.1% |
| Admin fee / account holder | $45 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |