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 | $24,107 | $84,233-71.4% | $170,442-85.9% | $70,131-65.6% |
| Participation rate | 56.7% | 70.8%-14.1pp | 83.6%-26.9pp | 69.5%-12.8pp |
| Annual return | 14.19% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $864 | $3,387-74.5% | $5,433-84.1% | $2,342-63.1% |
| Participant deferral / active EE | $2,101 | $3,086-31.9% | $4,939-57.5% | $3,332-36.9% |
| Admin fee / account holder | $103 | $5,698-98.2% | $13,880-99.3% | $4,645-97.8% |