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 | $21,739 | $54,705-60.3% | $71,209-69.5% | $84,808-74.4% |
| Participation rate | 15.2% | 64.1%-48.9pp | 73.8%-58.6pp | 68.3%-53.2pp |
| Annual return | 25.88% | 35.90%-10.0pp | 282.51%-256.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $363 | $2,158-83.2% | $2,721-86.7% | $2,631-86.2% |
| Participant deferral / active EE | $708 | $3,030-76.6% | $4,175-83.0% | $4,212-83.2% |
| Admin fee / account holder | $99 | $4,863-98.0% | $5,349-98.1% | $7,344-98.6% |