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 | $63,761 | $85,022-25.0% | $70,515-9.6% | $139,434-54.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 17.72% | 30.38%-12.7pp | 32.77%-15.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,945 | $3,909-50.2% | $2,973-34.6% | $4,751-59.1% |
| Participant deferral / active EE | $4,483 | $5,890-23.9% | $4,567-1.8% | $6,710-33.2% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |