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 | $26,971 | $96,635-72.1% | $86,612-68.9% | $139,434-80.7% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 20.25% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $663 | $3,263-79.7% | $3,022-78.1% | $4,751-86.0% |
| Participant deferral / active EE | $2,652 | $4,836-45.2% | $4,438-40.2% | $6,710-60.5% |
| Admin fee / account holder | $90 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |