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 | $35,559 | $77,899-54.4% | $149,673-76.2% | $75,163-52.7% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-16.9pp | 67.2%-5.4pp |
| Annual return | 13.56% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $962 | $3,137-69.3% | $4,818-80.0% | $2,670-64.0% |
| Participant deferral / active EE | $2,514 | $3,411-26.3% | $5,680-55.7% | $4,125-39.1% |
| Admin fee / account holder | $264 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |