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 | $29,269 | $85,766-65.9% | $136,294-78.5% | $70,131-58.3% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.8pp | 69.5%-5.4pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,048 | $2,966-64.7% | $4,695-77.7% | $2,342-55.3% |
| Participant deferral / active EE | $2,298 | $5,051-54.5% | $6,247-63.2% | $3,332-31.0% |
| Admin fee / account holder | $24 | $5,420-99.6% | $9,243-99.7% | $4,645-99.5% |