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 | $44,589 | $110,261-59.6% | $95,745-53.4% | $139,434-68.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.34% | 27.11%-6.8pp | 28.35%-8.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,032 | $3,257-68.3% | $2,835-63.6% | $4,751-78.3% |
| Participant deferral / active EE | $1,262 | $4,676-73.0% | $4,245-70.3% | $6,710-81.2% |
| Admin fee / account holder | $24 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |