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 | $6,449 | $57,590-88.8% | $86,233-92.5% | $82,448-92.2% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 17.30% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $348 | $1,655-79.0% | $2,504-86.1% | $2,551-86.4% |
| Participant deferral / active EE | $786 | $3,080-74.5% | $4,559-82.8% | $4,139-81.0% |
| Admin fee / account holder | $48 | $4,730-99.0% | $8,342-99.4% | $7,234-99.3% |