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 | $28,999 | $54,705-47.0% | $71,209-59.3% | $84,808-65.8% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.8%-16.1pp | 68.3%-10.6pp |
| Annual return | 21.71% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $587 | $2,158-72.8% | $2,721-78.4% | $2,631-77.7% |
| Participant deferral / active EE | $3,785 | $3,030+24.9% | $4,175-9.3% | $4,212-10.1% |
| Admin fee / account holder | $10 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |