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 | $25,026 | $48,076-47.9% | $78,689-68.2% | $62,891-60.2% |
| Participation rate | 36.7% | 65.2%-28.5pp | 73.6%-36.8pp | 69.3%-32.6pp |
| Annual return | 91.79% | 31.35%+60.4pp | 62.18%+29.6pp | 20.14%+71.6pp |
| Employer contribution / active EE | $772 | $2,015-61.7% | $2,851-72.9% | $2,281-66.2% |
| Participant deferral / active EE | $1,937 | $2,588-25.1% | $3,517-44.9% | $3,203-39.5% |
| Admin fee / account holder | $168 | $3,207-94.7% | $4,510-96.3% | $4,296-96.1% |