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 | $21,019 | $96,484-78.2% | $75,886-72.3% | $152,861-86.2% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.4%-36.3pp |
| Annual return | 38.03% | 33.98%+4.0pp | 30.76%+7.3pp | 345.32%-307.3pp |
| Employer contribution / active EE | $1,412 | $3,309-57.3% | $2,500-43.5% | $4,762-70.3% |
| Participant deferral / active EE | $2,228 | $4,553-51.1% | $3,603-38.2% | $5,850-61.9% |
| Admin fee / account holder | $296 | $8,078-96.3% | $5,418-94.5% | $11,596-97.4% |