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 | $45,385 | $42,886+5.8% | $88,946-49.0% | $85,563-47.0% |
| Participation rate | 6.6% | 37.9%-31.3pp | 68.8%-62.3pp | 66.0%-59.4pp |
| Annual return | 15.50% | 44.56%-29.1pp | 57.82%-42.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $121 | $1,147-89.4% | $2,555-95.3% | $2,654-95.4% |
| Participant deferral / active EE | $345 | $2,108-83.6% | $4,581-92.5% | $4,375-92.1% |
| Admin fee / account holder | $181 | $2,263-92.0% | $8,261-97.8% | $834-78.3% |