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 | $13,023 | $39,019-66.6% | $80,716-83.9% | $85,850-84.8% |
| Participation rate | 54.3% | 41.5%+12.8pp | 54.2%+0.2pp | 69.3%-15.0pp |
| Annual return | 12.10% | 26.27%-14.2pp | 87.28%-75.2pp | 318.53%-306.4pp |
| Employer contribution / active EE | $282 | $722-60.9% | $1,160-75.7% | $2,565-89.0% |
| Participant deferral / active EE | $842 | $1,326-36.5% | $2,146-60.7% | $3,952-78.7% |
| Admin fee / account holder | $277 | $2,431-88.6% | $3,380-91.8% | $6,260-95.6% |