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 | $48,830 | $89,355-45.4% | $141,162-65.4% | $72,985-33.1% |
| Participation rate | 40.8% | 75.1%-34.3pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 26.75% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $959 | $3,114-69.2% | $4,735-79.7% | $2,440-60.7% |
| Participant deferral / active EE | $2,835 | $5,418-47.7% | $6,709-57.7% | $3,607-21.4% |
| Admin fee / account holder | $159 | $5,958-97.3% | $10,261-98.5% | $5,124-96.9% |