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 | $75,313 | $108,172-30.4% | $77,482-2.8% | $158,922-52.6% |
| Participation rate | 31.3% | 64.4%-33.2pp | 54.2%-22.9pp | 82.0%-50.7pp |
| Annual return | 17.96% | 31.67%-13.7pp | 54.79%-36.8pp | 302.83%-284.9pp |
| Employer contribution / active EE | $427 | $1,325-67.7% | $986-56.7% | $4,761-91.0% |
| Participant deferral / active EE | $2,721 | $2,456+10.8% | $1,861+46.2% | $5,982-54.5% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |