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 | $13,704 | $96,635-85.8% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 47.6% | 74.4%-26.8pp | 71.7%-24.1pp | 80.3%-32.7pp |
| Annual return | 15.36% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $341 | $3,263-89.6% | $3,022-88.7% | $4,751-92.8% |
| Participant deferral / active EE | $956 | $4,836-80.2% | $4,438-78.5% | $6,710-85.8% |
| Admin fee / account holder | $52 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |