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 | $56,020 | $48,750+14.9% | $88,946-37.0% | $74,304-24.6% |
| Participation rate | 9.4% | 44.5%-35.1pp | 68.8%-59.5pp | 60.3%-51.0pp |
| Annual return | 18.27% | 25.91%-7.6pp | 57.82%-39.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $195 | $1,255-84.5% | $2,555-92.4% | $2,241-91.3% |
| Participant deferral / active EE | $677 | $2,423-72.0% | $4,581-85.2% | $3,767-82.0% |
| Admin fee / account holder | $203 | $3,756-94.6% | $8,261-97.5% | $2,969-93.2% |