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 | $24,923 | $107,791-76.9% | $90,645-72.5% | $135,375-81.6% |
| Participation rate | 58.8% | 78.0%-19.2pp | 74.0%-15.2pp | 82.6%-23.8pp |
| Annual return | 41.51% | -0.90%+42.4pp | 1.88%+39.6pp | 519.73%-478.2pp |
| Employer contribution / active EE | $273 | $3,018-91.0% | $2,532-89.2% | $4,779-94.3% |
| Participant deferral / active EE | $2,047 | $3,872-47.1% | $3,425-40.2% | $5,609-63.5% |
| Admin fee / account holder | $128 | $5,930-97.8% | $4,994-97.4% | $10,827-98.8% |