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 | $15,336 | $101,069-84.8% | $81,478-81.2% | $147,584-89.6% |
| Participation rate | 12.5% | 74.5%-62.0pp | 68.0%-55.5pp | 82.8%-70.3pp |
| Annual return | 14.01% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $469 | $3,205-85.4% | $2,568-81.7% | $4,876-90.4% |
| Participant deferral / active EE | $637 | $4,242-85.0% | $3,537-82.0% | $5,439-88.3% |
| Admin fee / account holder | $33 | $5,812-99.4% | $4,561-99.3% | $10,885-99.7% |