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 | $42,996 | $91,037-52.8% | $71,671-40.0% | $147,584-70.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 16.34% | 20.48%-4.1pp | 20.65%-4.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,380 | $3,327-58.5% | $2,460-43.9% | $4,876-71.7% |
| Participant deferral / active EE | $3,170 | $4,498-29.5% | $3,438-7.8% | $5,439-41.7% |
| Admin fee / account holder | $268 | $8,613-96.9% | $5,558-95.2% | $10,885-97.5% |