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 | $63,947 | $99,985-36.0% | $146,665-56.4% | $85,850-25.5% |
| Participation rate | 28.9% | 73.1%-44.2pp | 80.1%-51.2pp | 69.3%-40.4pp |
| Annual return | 20.01% | 18.93%+1.1pp | 22.74%-2.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $934 | $2,559-63.5% | $4,136-77.4% | $2,565-63.6% |
| Participant deferral / active EE | $2,527 | $4,006-36.9% | $5,506-54.1% | $3,952-36.0% |
| Admin fee / account holder | $30 | $7,702-99.6% | $10,280-99.7% | $6,260-99.5% |