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 | $20,395 | $54,705-62.7% | $71,209-71.4% | $84,808-76.0% |
| Participation rate | 47.2% | 64.1%-16.8pp | 73.8%-26.5pp | 68.3%-21.1pp |
| Annual return | 20.99% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $922 | $2,158-57.3% | $2,721-66.1% | $2,631-65.0% |
| Participant deferral / active EE | $2,897 | $3,030-4.4% | $4,175-30.6% | $4,212-31.2% |
| Admin fee / account holder | $200 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |