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 | $39,798 | $102,966-61.3% | $90,281-55.9% | $152,861-74.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 26.04% | 95.16%-69.1pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,284 | $3,139-59.1% | $2,854-55.0% | $4,762-73.0% |
| Participant deferral / active EE | $1,958 | $4,281-54.3% | $3,885-49.6% | $5,850-66.5% |
| Admin fee / account holder | $168 | $6,171-97.3% | $5,351-96.9% | $11,596-98.5% |