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 | $46,259 | $101,069-54.2% | $81,478-43.2% | $147,584-68.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 17.48% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $390 | $3,205-87.8% | $2,568-84.8% | $4,876-92.0% |
| Participant deferral / active EE | $759 | $4,242-82.1% | $3,537-78.5% | $5,439-86.0% |
| Admin fee / account holder | $50 | $5,812-99.1% | $4,561-98.9% | $10,885-99.5% |