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 | $25,404 | $102,616-75.2% | $81,983-69.0% | $158,922-84.0% |
| Participation rate | 27.8% | 75.5%-47.7pp | 69.2%-41.5pp | 82.0%-54.2pp |
| Annual return | 20.81% | 61.04%-40.2pp | 41.31%-20.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $687 | $3,240-78.8% | $2,498-72.5% | $4,761-85.6% |
| Participant deferral / active EE | $1,118 | $4,648-76.0% | $3,722-70.0% | $5,982-81.3% |
| Admin fee / account holder | $160 | $8,235-98.1% | $5,664-97.2% | $11,246-98.6% |