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 | $10,157 | $76,407-86.7% | $150,298-93.2% | $82,448-87.7% |
| Participation rate | 26.5% | 66.4%-39.9pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 22.70% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $413 | $2,614-84.2% | $4,154-90.1% | $2,551-83.8% |
| Participant deferral / active EE | $924 | $3,214-71.2% | $5,453-83.0% | $4,139-77.7% |
| Admin fee / account holder | $41 | $6,352-99.4% | $14,116-99.7% | $7,234-99.4% |