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 | $31,062 | $81,632-61.9% | $70,449-55.9% | $158,922-80.5% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 12.38% | 208.40%-196.0pp | 109.03%-96.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,137 | $3,217-64.7% | $2,737-58.4% | $4,761-76.1% |
| Participant deferral / active EE | $2,146 | $4,554-52.9% | $3,709-42.1% | $5,982-64.1% |
| Admin fee / account holder | $176 | $6,193-97.2% | $3,845-95.4% | $11,246-98.4% |