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 | $31,360 | $60,124-47.8% | $90,404-65.3% | $79,858-60.7% |
| Participation rate | 13.6% | 65.0%-51.3pp | 72.7%-59.0pp | 69.6%-56.0pp |
| Annual return | 14.89% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $392 | $2,068-81.1% | $3,262-88.0% | $2,471-84.2% |
| Participant deferral / active EE | $1,283 | $2,938-56.3% | $3,963-67.6% | $3,740-65.7% |
| Admin fee / account holder | $23 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |