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 | $22,339 | $91,190-75.5% | $178,490-87.5% | $79,858-72.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 18.46% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $549 | $3,256-83.2% | $5,011-89.1% | $2,471-77.8% |
| Participant deferral / active EE | $1,050 | $3,236-67.6% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $144 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |