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 | $26,590 | $61,272-56.6% | $149,673-82.2% | $71,457-62.8% |
| Participation rate | 46.2% | 62.5%-16.3pp | 78.8%-32.5pp | 67.9%-21.7pp |
| Annual return | 16.94% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $623 | $2,378-73.8% | $4,818-87.1% | $2,588-75.9% |
| Participant deferral / active EE | $875 | $2,917-70.0% | $5,680-84.6% | $4,289-79.6% |
| Admin fee / account holder | $188 | $1,261-85.1% | $13,210-98.6% | $1,587-88.2% |