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 | $59,489 | $98,240-39.4% | $82,313-27.7% | $147,584-59.7% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 16.53% | 30.85%-14.3pp | 25.88%-9.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $773 | $3,192-75.8% | $2,428-68.2% | $4,876-84.2% |
| Participant deferral / active EE | $2,011 | $4,383-54.1% | $3,706-45.7% | $5,439-63.0% |
| Admin fee / account holder | $127 | $8,563-98.5% | $5,608-97.7% | $10,885-98.8% |