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 | $23,003 | $157,256-85.4% | $141,162-83.7% | $152,861-85.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 36.97% | 64.32%-27.4pp | 71.39%-34.4pp | 345.32%-308.4pp |
| Employer contribution / active EE | $2,538 | $5,261-51.8% | $4,735-46.4% | $4,762-46.7% |
| Participant deferral / active EE | $5,252 | $7,109-26.1% | $6,709-21.7% | $5,850-10.2% |
| Admin fee / account holder | $243 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |