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 | $18,621 | $85,202-78.1% | $172,739-89.2% | $72,985-74.5% |
| Participation rate | 53.2% | 70.1%-16.8pp | 82.6%-29.4pp | 69.5%-16.3pp |
| Annual return | 21.47% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $431 | $3,324-87.0% | $5,143-91.6% | $2,440-82.3% |
| Participant deferral / active EE | $1,546 | $3,260-52.6% | $5,198-70.3% | $3,607-57.1% |
| Admin fee / account holder | $247 | $5,884-95.8% | $13,954-98.2% | $5,124-95.2% |