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 | $21,377 | $52,519-59.3% | $155,790-86.3% | $59,632-64.2% |
| Participation rate | 64.9% | 61.7%+3.2pp | 76.1%-11.1pp | 68.7%-3.7pp |
| Annual return | 10.34% | 53.51%-43.2pp | 71.54%-61.2pp | 2041.28%-2030.9pp |
| Employer contribution / active EE | $516 | $1,589-67.5% | $3,836-86.5% | $2,203-76.6% |
| Participant deferral / active EE | $2,945 | $3,084-4.5% | $4,797-38.6% | $3,192-7.7% |
| Admin fee / account holder | $210 | $3,540-94.1% | $7,478-97.2% | $4,297-95.1% |