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 | $35,004 | $112,881-69.0% | $90,951-61.5% | $158,922-78.0% |
| Participation rate | 31.3% | 74.7%-43.5pp | 69.0%-37.8pp | 82.0%-50.7pp |
| Annual return | 16.46% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $924 | $2,893-68.1% | $2,122-56.4% | $4,761-80.6% |
| Participant deferral / active EE | $1,637 | $4,128-60.3% | $3,373-51.5% | $5,982-72.6% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |