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 | $32,552 | $34,308-5.1% | $74,701-56.4% | $72,985-55.4% |
| Participation rate | 32.1% | 42.4%-10.3pp | 54.5%-22.4pp | 69.5%-37.4pp |
| Annual return | 23.64% | 26.58%-2.9pp | 752.92%-729.3pp | 81.00%-57.4pp |
| Employer contribution / active EE | $465 | $692-32.8% | $1,084-57.1% | $2,440-80.9% |
| Participant deferral / active EE | $1,147 | $1,271-9.8% | $1,964-41.6% | $3,607-68.2% |
| Admin fee / account holder | $111 | $2,124-94.8% | $3,333-96.7% | $5,124-97.8% |