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 | $56,428 | $108,642-48.1% | $74,701-24.5% | $152,861-63.1% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 21.30% | 114.06%-92.8pp | 752.92%-731.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $643 | $1,503-57.2% | $1,084-40.7% | $4,762-86.5% |
| Participant deferral / active EE | $2,072 | $2,712-23.6% | $1,964+5.5% | $5,850-64.6% |
| Admin fee / account holder | $298 | $4,902-93.9% | $3,333-91.1% | $11,596-97.4% |