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 | $47,460 | $49,922-4.9% | $80,569-41.1% | $75,163-36.9% |
| Participation rate | 21.6% | 55.3%-33.7pp | 67.0%-45.4pp | 67.2%-45.6pp |
| Annual return | 18.15% | 34.69%-16.5pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $468 | $1,698-72.4% | $2,723-82.8% | $2,670-82.5% |
| Participant deferral / active EE | $1,399 | $2,990-53.2% | $4,447-68.5% | $4,125-66.1% |
| Admin fee / account holder | $19 | $3,577-99.5% | $5,377-99.6% | $5,651-99.7% |