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 | $33,186 | $91,190-63.6% | $178,490-81.4% | $79,858-58.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 24.56% | 24.19%+0.4pp | 151.07%-126.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $979 | $3,256-69.9% | $5,011-80.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,676 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $112 | $6,751-98.3% | $13,984-99.2% | $5,306-97.9% |