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 | $25,418 | $70,002-63.7% | $115,037-77.9% | $52,331-51.4% |
| Participation rate | 38.9% | 72.1%-33.2pp | 81.4%-42.5pp | 68.1%-29.2pp |
| Annual return | 100.83% | 4.04%+96.8pp | 26.14%+74.7pp | 4.54%+96.3pp |
| Employer contribution / active EE | $1,129 | $2,715-58.4% | $4,608-75.5% | $1,882-40.0% |
| Participant deferral / active EE | $2,952 | $4,920-40.0% | $6,026-51.0% | $3,022-2.3% |
| Admin fee / account holder | $248 | $566-56.2% | $8,175-97.0% | $592-58.1% |