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 | $12,347 | $29,660-58.4% | $56,411-78.1% | $80,856-84.7% |
| Participation rate | 30.8% | 41.6%-10.9pp | 52.5%-21.7pp | 67.6%-36.9pp |
| Annual return | 13.41% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $523 | $669-21.9% | $1,039-49.7% | $2,755-81.0% |
| Participant deferral / active EE | $797 | $1,226-35.0% | $1,952-59.2% | $4,296-81.5% |
| Admin fee / account holder | $67 | $2,428-97.2% | $2,829-97.6% | $6,918-99.0% |