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 | $50,534 | $148,534-66.0% | $135,903-62.8% | $139,434-63.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.96% | 79.19%-55.2pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,990 | $5,243-62.0% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $4,010 | $8,100-50.5% | $7,758-48.3% | $6,710-40.2% |
| Admin fee / account holder | $74 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |