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 | $38,969 | $142,405-72.6% | $115,157-66.2% | $152,861-74.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 17.06% | 41.48%-24.4pp | 35.60%-18.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,174 | $4,010-70.7% | $3,179-63.1% | $4,762-75.3% |
| Participant deferral / active EE | $1,534 | $5,164-70.3% | $4,168-63.2% | $5,850-73.8% |
| Admin fee / account holder | $144 | $8,462-98.3% | $7,088-98.0% | $11,596-98.8% |