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 | $57,308 | $85,022-32.6% | $70,515-18.7% | $139,434-58.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.93% | 30.38%-11.5pp | 32.77%-13.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,470 | $3,909-62.4% | $2,973-50.6% | $4,751-69.1% |
| Participant deferral / active EE | $2,425 | $5,890-58.8% | $4,567-46.9% | $6,710-63.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |