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 | $32,859 | $53,822-38.9% | $75,696-56.6% | $85,850-61.7% |
| Participation rate | 66.2% | 69.1%-2.9pp | 74.8%-8.7pp | 69.3%-3.1pp |
| Annual return | 32.97% | 24.54%+8.4pp | 104.53%-71.6pp | 318.53%-285.6pp |
| Employer contribution / active EE | $688 | $2,017-65.9% | $2,743-74.9% | $2,565-73.2% |
| Participant deferral / active EE | $2,877 | $2,895-0.6% | $3,821-24.7% | $3,952-27.2% |
| Admin fee / account holder | $69 | $3,343-97.9% | $3,619-98.1% | $6,260-98.9% |