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 | $26,921 | $232,540-88.4% | $185,117-85.5% | $147,584-81.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 22.85% | 43.03%-20.2pp | 40.50%-17.6pp | 578.55%-555.7pp |
| Employer contribution / active EE | $760 | $5,195-85.4% | $4,182-81.8% | $4,876-84.4% |
| Participant deferral / active EE | $1,689 | $5,834-71.0% | $5,045-66.5% | $5,439-68.9% |
| Admin fee / account holder | $36 | $10,275-99.6% | $8,159-99.6% | $10,885-99.7% |