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 | $21,448 | $53,777-60.1% | $134,143-84.0% | $79,858-73.1% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 21.86% | 19.01%+2.9pp | 36.33%-14.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $374 | $1,321-71.7% | $3,704-89.9% | $2,471-84.9% |
| Participant deferral / active EE | $927 | $2,420-61.7% | $3,499-73.5% | $3,740-75.2% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |