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 | $72,046 | $78,705-8.5% | $117,854-38.9% | $70,131+2.7% |
| Participation rate | 20.5% | 73.2%-52.7pp | 79.7%-59.1pp | 69.5%-49.0pp |
| Annual return | 12.81% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $577 | $2,223-74.1% | $3,786-84.8% | $2,342-75.4% |
| Participant deferral / active EE | $2,016 | $3,297-38.9% | $4,482-55.0% | $3,332-39.5% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |