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 | $29,477 | $60,124-51.0% | $90,404-67.4% | $79,858-63.1% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 11.70% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $961 | $2,068-53.5% | $3,262-70.6% | $2,471-61.1% |
| Participant deferral / active EE | $1,848 | $2,938-37.1% | $3,963-53.4% | $3,740-50.6% |
| Admin fee / account holder | $158 | $3,976-96.0% | $5,611-97.2% | $5,306-97.0% |