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 | $68,793 | $99,918-31.2% | $81,382-15.5% | $145,922-52.9% |
| Participation rate | 63.6% | 74.2%-10.5pp | 69.5%-5.8pp | 80.3%-16.6pp |
| Annual return | 23.42% | 34.32%-10.9pp | 24.73%-1.3pp | 561.29%-537.9pp |
| Employer contribution / active EE | $579 | $2,978-80.6% | $2,463-76.5% | $4,660-87.6% |
| Participant deferral / active EE | $876 | $4,605-81.0% | $3,883-77.4% | $6,688-86.9% |
| Admin fee / account holder | $4 | $8,212-100.0% | $5,768-99.9% | $13,397-100.0% |