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 | $23,630 | $106,890-77.9% | $84,015-71.9% | $152,861-84.5% |
| Participation rate | 30.0% | 75.2%-45.2pp | 69.0%-39.0pp | 82.4%-52.4pp |
| Annual return | 26.42% | 104.99%-78.6pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $518 | $2,734-81.1% | $1,983-73.9% | $4,762-89.1% |
| Participant deferral / active EE | $1,565 | $4,011-61.0% | $3,239-51.7% | $5,850-73.2% |
| Admin fee / account holder | $62 | $8,285-99.3% | $6,101-99.0% | $11,596-99.5% |