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 7-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 | $28,309 | $41,078-31.1% | $80,569-64.9% | $71,457-60.4% |
| Participation rate | 14.5% | 50.2%-35.7pp | 67.0%-52.5pp | 67.9%-53.4pp |
| Annual return | 23.90% | 38.45%-14.6pp | 935.43%-911.5pp | 28.85%-4.9pp |
| Employer contribution / active EE | $541 | $1,506-64.1% | $2,723-80.1% | $2,588-79.1% |
| Participant deferral / active EE | $865 | $2,699-67.9% | $4,447-80.5% | $4,289-79.8% |
| Admin fee / account holder | $228 | $1,840-87.6% | $5,377-95.8% | $1,587-85.7% |