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 | $18,449 | $77,634-76.2% | $156,549-88.2% | $62,891-70.7% |
| Participation rate | 42.2% | 71.2%-29.0pp | 84.0%-41.8pp | 69.3%-27.1pp |
| Annual return | 7.05% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $615 | $3,444-82.2% | $5,501-88.8% | $2,281-73.1% |
| Participant deferral / active EE | $983 | $3,045-67.7% | $4,871-79.8% | $3,203-69.3% |
| Admin fee / account holder | $226 | $5,561-95.9% | $13,027-98.3% | $4,296-94.7% |