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 | $29,274 | $95,416-69.3% | $185,823-84.2% | $85,850-65.9% |
| Participation rate | 59.4% | 68.8%-9.4pp | 81.7%-22.3pp | 69.3%-9.9pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $636 | $3,314-80.8% | $5,167-87.7% | $2,565-75.2% |
| Participant deferral / active EE | $1,671 | $3,423-51.2% | $5,568-70.0% | $3,952-57.7% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |