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 | $63,181 | $85,022-25.7% | $70,515-10.4% | $139,434-54.7% |
| Participation rate | 16.7% | 73.9%-57.2pp | 68.3%-51.7pp | 80.3%-63.7pp |
| Annual return | 14.19% | 30.38%-16.2pp | 32.77%-18.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $581 | $3,909-85.1% | $2,973-80.5% | $4,751-87.8% |
| Participant deferral / active EE | $1,029 | $5,890-82.5% | $4,567-77.5% | $6,710-84.7% |
| Admin fee / account holder | $275 | $8,906-96.9% | $6,412-95.7% | $11,403-97.6% |