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 | $25,191 | $58,694-57.1% | $142,863-82.4% | $85,850-70.7% |
| Participation rate | 60.0% | 58.5%+1.5pp | 71.9%-11.9pp | 69.3%-9.3pp |
| Annual return | 14.19% | 27.72%-13.5pp | 5637.54%-5623.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $690 | $1,423-51.5% | $4,144-83.3% | $2,565-73.1% |
| Participant deferral / active EE | $1,907 | $2,607-26.9% | $3,837-50.3% | $3,952-51.7% |
| Admin fee / account holder | $29 | $4,239-99.3% | $6,560-99.6% | $6,260-99.5% |