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 | $24,096 | $105,859-77.2% | $90,160-73.3% | $147,584-83.7% |
| Participation rate | 35.7% | 79.7%-44.0pp | 76.9%-41.2pp | 82.8%-47.1pp |
| Annual return | 20.67% | 37.63%-17.0pp | 34.88%-14.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $624 | $4,126-84.9% | $3,318-81.2% | $4,876-87.2% |
| Participant deferral / active EE | $2,965 | $5,733-48.3% | $5,288-43.9% | $5,439-45.5% |
| Admin fee / account holder | $21 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |