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 | $14,010 | $101,069-86.1% | $81,478-82.8% | $147,584-90.5% |
| Participation rate | 65.0% | 74.5%-9.5pp | 68.0%-3.0pp | 82.8%-17.8pp |
| Annual return | 18.71% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $623 | $3,205-80.6% | $2,568-75.8% | $4,876-87.2% |
| Participant deferral / active EE | $1,364 | $4,242-67.8% | $3,537-61.4% | $5,439-74.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |