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 | $33,496 | $124,281-73.0% | $109,143-69.3% | $167,490-80.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 16.19% | 26.04%-9.8pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,872 | $4,207-55.5% | $3,722-49.7% | $4,837-61.3% |
| Participant deferral / active EE | $2,611 | $5,255-50.3% | $4,653-43.9% | $6,341-58.8% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |