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 | $34,420 | $105,859-67.5% | $90,160-61.8% | $147,584-76.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.79% | 37.63%-21.8pp | 34.88%-19.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $716 | $4,126-82.6% | $3,318-78.4% | $4,876-85.3% |
| Participant deferral / active EE | $2,248 | $5,733-60.8% | $5,288-57.5% | $5,439-58.7% |
| Admin fee / account holder | $282 | $8,046-96.5% | $5,943-95.2% | $10,885-97.4% |