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 | $84,732 | $99,652-15.0% | $78,778+7.6% | $147,584-42.6% |
| Participation rate | 26.1% | 76.2%-50.1pp | 69.2%-43.1pp | 82.8%-56.7pp |
| Annual return | 20.64% | 47.28%-26.6pp | 35.62%-15.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $631 | $2,796-77.4% | $1,986-68.2% | $4,876-87.1% |
| Participant deferral / active EE | $1,854 | $3,664-49.4% | $2,958-37.3% | $5,439-65.9% |
| Admin fee / account holder | $57 | $7,155-99.2% | $5,134-98.9% | $10,885-99.5% |