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 | $40,676 | $54,705-25.6% | $71,209-42.9% | $84,808-52.0% |
| Participation rate | 56.7% | 64.1%-7.4pp | 73.8%-17.1pp | 68.3%-11.6pp |
| Annual return | 16.83% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,200 | $2,158-44.4% | $2,721-55.9% | $2,631-54.4% |
| Participant deferral / active EE | $2,200 | $3,030-27.4% | $4,175-47.3% | $4,212-47.8% |
| Admin fee / account holder | $200 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |