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 | $53,219 | $152,587-65.1% | $125,175-57.5% | $152,861-65.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 23.36% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,739 | $4,946-64.9% | $3,865-55.0% | $4,762-63.5% |
| Participant deferral / active EE | $2,608 | $5,868-55.6% | $4,937-47.2% | $5,850-55.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |