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 | $35,074 | $77,419-54.7% | $69,455-49.5% | $152,861-77.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.6%-31.8pp | 82.4%-39.6pp |
| Annual return | 25.02% | 39.06%-14.0pp | 28.97%-3.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,087 | $3,315-67.2% | $2,779-60.9% | $4,762-77.2% |
| Participant deferral / active EE | $3,064 | $4,414-30.6% | $3,535-13.3% | $5,850-47.6% |
| Admin fee / account holder | $32 | $6,207-99.5% | $3,839-99.2% | $11,596-99.7% |