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 | $47,437 | $98,240-51.7% | $82,313-42.4% | $147,584-67.9% |
| Participation rate | 39.1% | 79.7%-40.6pp | 76.9%-37.8pp | 82.8%-43.7pp |
| Annual return | 14.49% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $840 | $3,192-73.7% | $2,428-65.4% | $4,876-82.8% |
| Participant deferral / active EE | $1,570 | $4,383-64.2% | $3,706-57.6% | $5,439-71.1% |
| Admin fee / account holder | $237 | $8,563-97.2% | $5,608-95.8% | $10,885-97.8% |