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 | $59,231 | $35,183+68.4% | $73,545-19.5% | $70,131-15.5% |
| Participation rate | 30.8% | 42.9%-12.2pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 15.79% | 26.90%-11.1pp | -15.16%+31.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $418 | $709-41.0% | $1,219-65.7% | $2,342-82.2% |
| Participant deferral / active EE | $850 | $1,220-30.3% | $1,806-52.9% | $3,332-74.5% |
| Admin fee / account holder | $142 | $2,302-93.8% | $2,320-93.9% | $4,645-96.9% |