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 | $29,393 | $113,339-74.1% | $94,993-69.1% | $147,584-80.1% |
| Participation rate | 43.8% | 78.0%-34.2pp | 73.9%-30.1pp | 82.8%-39.1pp |
| Annual return | 11.75% | 20.77%-9.0pp | 27.12%-15.4pp | 578.55%-566.8pp |
| Employer contribution / active EE | $468 | $3,160-85.2% | $2,603-82.0% | $4,876-90.4% |
| Participant deferral / active EE | $800 | $3,777-78.8% | $3,317-75.9% | $5,439-85.3% |
| Admin fee / account holder | $207 | $6,063-96.6% | $4,960-95.8% | $10,885-98.1% |