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 | $34,941 | $51,638-32.3% | $68,368-48.9% | $82,448-57.6% |
| Participation rate | 31.0% | 63.6%-32.6pp | 73.8%-42.7pp | 68.1%-37.0pp |
| Annual return | 20.05% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $964 | $2,047-52.9% | $2,649-63.6% | $2,551-62.2% |
| Participant deferral / active EE | $1,855 | $2,914-36.3% | $4,123-55.0% | $4,139-55.2% |
| Admin fee / account holder | $248 | $4,643-94.7% | $5,150-95.2% | $7,234-96.6% |