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 | $50,860 | $60,022-15.3% | $88,946-42.8% | $84,808-40.0% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 42.21% | 22.43%+19.8pp | 57.82%-15.6pp | 40.90%+1.3pp |
| Employer contribution / active EE | $905 | $1,703-46.8% | $2,555-64.6% | $2,631-65.6% |
| Participant deferral / active EE | $2,068 | $3,114-33.6% | $4,581-54.9% | $4,212-50.9% |
| Admin fee / account holder | $201 | $4,811-95.8% | $8,261-97.6% | $7,344-97.3% |