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 | $85,645 | $96,635-11.4% | $86,612-1.1% | $139,434-38.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 17.06% | 106.41%-89.4pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $416 | $3,263-87.3% | $3,022-86.2% | $4,751-91.2% |
| Participant deferral / active EE | $1,814 | $4,836-62.5% | $4,438-59.1% | $6,710-73.0% |
| Admin fee / account holder | $195 | $6,408-97.0% | $5,614-96.5% | $11,403-98.3% |