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 | $48,998 | $115,770-57.7% | $101,248-51.6% | $158,922-69.2% |
| Participation rate | 47.6% | 79.4%-31.7pp | 75.8%-28.2pp | 82.0%-34.3pp |
| Annual return | 16.60% | 56.14%-39.5pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,862 | $4,175-55.4% | $3,660-49.1% | $4,761-60.9% |
| Participant deferral / active EE | $4,393 | $4,957-11.4% | $4,370+0.5% | $5,982-26.6% |
| Admin fee / account holder | $247 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |