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 | $42,515 | $85,202-50.1% | $172,739-75.4% | $72,985-41.7% |
| Participation rate | 36.0% | 70.1%-34.1pp | 82.6%-46.6pp | 69.5%-33.5pp |
| Annual return | 19.89% | 27.32%-7.4pp | 802.84%-783.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $497 | $3,324-85.0% | $5,143-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $1,097 | $3,260-66.3% | $5,198-78.9% | $3,607-69.6% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |