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 | $18,266 | $81,632-77.6% | $70,449-74.1% | $158,922-88.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 26.66% | 208.40%-181.7pp | 109.03%-82.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $447 | $3,217-86.1% | $2,737-83.7% | $4,761-90.6% |
| Participant deferral / active EE | $4,115 | $4,554-9.6% | $3,709+11.0% | $5,982-31.2% |
| Admin fee / account holder | $99 | $6,193-98.4% | $3,845-97.4% | $11,246-99.1% |