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 | $14,583 | $31,388-53.5% | $73,545-80.2% | $62,292-76.6% |
| Participation rate | 23.7% | 39.9%-16.1pp | 54.9%-31.2pp | 69.5%-45.8pp |
| Annual return | 55.72% | 25.34%+30.4pp | -15.16%+70.9pp | 28.90%+26.8pp |
| Employer contribution / active EE | $581 | $498+16.6% | $1,219-52.4% | $2,042-71.6% |
| Participant deferral / active EE | $826 | $1,028-19.7% | $1,806-54.3% | $3,169-73.9% |
| Admin fee / account holder | $133 | $299-55.5% | $2,320-94.3% | $479-72.2% |