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 | $22,636 | $135,952-83.3% | $123,892-81.7% | $273,961-91.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 18.53% | 56.63%-38.1pp | 47.52%-29.0pp | 41.45%-22.9pp |
| Employer contribution / active EE | $5,110 | $5,170-1.2% | $4,617+10.7% | $4,869+5.0% |
| Participant deferral / active EE | $2,251 | $6,343-64.5% | $5,984-62.4% | $5,287-57.4% |
| Admin fee / account holder | $58 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |