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 | $45,193 | $96,484-53.2% | $75,886-40.4% | $152,861-70.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 19.10% | 33.98%-14.9pp | 30.76%-11.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,159 | $3,309-65.0% | $2,500-53.7% | $4,762-75.7% |
| Participant deferral / active EE | $3,339 | $4,553-26.7% | $3,603-7.3% | $5,850-42.9% |
| Admin fee / account holder | $101 | $8,078-98.7% | $5,418-98.1% | $11,596-99.1% |