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 | $36,069 | $77,899-53.7% | $149,673-75.9% | $75,163-52.0% |
| Participation rate | 18.8% | 65.6%-46.8pp | 78.8%-59.9pp | 67.2%-48.4pp |
| Annual return | 22.25% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $409 | $3,137-87.0% | $4,818-91.5% | $2,670-84.7% |
| Participant deferral / active EE | $1,583 | $3,411-53.6% | $5,680-72.1% | $4,125-61.6% |
| Admin fee / account holder | $150 | $5,956-97.5% | $13,210-98.9% | $5,651-97.3% |