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 | $49,528 | $99,079-50.0% | $77,999-36.5% | $273,961-81.9% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.5%-16.7pp | 83.0%-24.2pp |
| Annual return | 7.30% | 217.93%-210.6pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $789 | $3,308-76.1% | $2,470-68.1% | $4,869-83.8% |
| Participant deferral / active EE | $1,558 | $4,306-63.8% | $3,497-55.4% | $5,287-70.5% |
| Admin fee / account holder | $295 | $8,954-96.7% | $5,480-94.6% | $10,132-97.1% |