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 | $28,364 | $46,297-38.7% | $71,671-60.4% | $62,292-54.5% |
| Participation rate | 50.4% | 60.6%-10.2pp | 68.7%-18.3pp | 69.5%-19.1pp |
| Annual return | 29.52% | 22.32%+7.2pp | 20.65%+8.9pp | 28.90%+0.6pp |
| Employer contribution / active EE | $605 | $1,412-57.1% | $2,460-75.4% | $2,042-70.4% |
| Participant deferral / active EE | $1,486 | $2,235-33.5% | $3,438-56.8% | $3,169-53.1% |
| Admin fee / account holder | $229 | $461-50.3% | $5,558-95.9% | $479-52.2% |