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 | $20,390 | $53,516-61.9% | $126,539-83.9% | $84,808-76.0% |
| Participation rate | 60.0% | 58.2%+1.8pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 19.77% | 58.34%-38.6pp | 425.95%-406.2pp | 40.90%-21.1pp |
| Employer contribution / active EE | $504 | $1,535-67.2% | $3,674-86.3% | $2,631-80.9% |
| Participant deferral / active EE | $2,847 | $2,671+6.6% | $4,083-30.3% | $4,212-32.4% |
| Admin fee / account holder | $9 | $4,497-99.8% | $6,065-99.9% | $7,344-99.9% |