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 | $69,842 | $91,190-23.4% | $178,490-60.9% | $79,858-12.5% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.7pp |
| Annual return | 16.61% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $583 | $3,256-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $3,400 | $3,236+5.1% | $5,202-34.6% | $3,740-9.1% |
| Admin fee / account holder | $34 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |