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 | $29,221 | $81,632-64.2% | $70,449-58.5% | $158,922-81.6% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 16.85% | 208.40%-191.6pp | 109.03%-92.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $852 | $3,217-73.5% | $2,737-68.8% | $4,761-82.1% |
| Participant deferral / active EE | $1,698 | $4,554-62.7% | $3,709-54.2% | $5,982-71.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |