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 | $39,797 | $95,416-58.3% | $185,823-78.6% | $85,850-53.6% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.3pp |
| Annual return | 19.41% | 23.59%-4.2pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $819 | $3,314-75.3% | $5,167-84.2% | $2,565-68.1% |
| Participant deferral / active EE | $1,263 | $3,423-63.1% | $5,568-77.3% | $3,952-68.0% |
| Admin fee / account holder | $299 | $7,213-95.9% | $16,237-98.2% | $6,260-95.2% |