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 | $42,356 | $76,552-44.7% | $123,892-65.8% | $62,891-32.7% |
| Participation rate | 46.7% | 73.0%-26.3pp | 81.4%-34.7pp | 69.3%-22.6pp |
| Annual return | 85.94% | 18.68%+67.3pp | 47.52%+38.4pp | 20.14%+65.8pp |
| Employer contribution / active EE | $2,357 | $2,883-18.2% | $4,617-48.9% | $2,281+3.4% |
| Participant deferral / active EE | $5,655 | $4,840+16.8% | $5,984-5.5% | $3,203+76.5% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |