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 | $18,735 | $46,869-60.0% | $122,332-84.7% | $70,131-73.3% |
| Participation rate | 43.1% | 58.2%-15.1pp | 71.6%-28.5pp | 69.5%-26.4pp |
| Annual return | 18.64% | 24.22%-5.6pp | 30.27%-11.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $526 | $1,288-59.2% | $4,050-87.0% | $2,342-77.5% |
| Participant deferral / active EE | $1,901 | $2,166-12.3% | $3,287-42.2% | $3,332-42.9% |
| Admin fee / account holder | $130 | $3,322-96.1% | $5,478-97.6% | $4,645-97.2% |