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 | $45,040 | $104,974-57.1% | $95,585-52.9% | $142,382-68.4% |
| Participation rate | 18.8% | 75.0%-56.2pp | 72.1%-53.3pp | 80.1%-61.4pp |
| Annual return | 14.80% | 210.33%-195.5pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $339 | $2,779-87.8% | $2,527-86.6% | $4,299-92.1% |
| Participant deferral / active EE | $1,130 | $4,352-74.0% | $4,023-71.9% | $6,507-82.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |