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 | $79,199 | $99,652-20.5% | $78,778+0.5% | $147,584-46.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.14% | 47.28%-32.1pp | 35.62%-20.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $857 | $2,796-69.3% | $1,986-56.8% | $4,876-82.4% |
| Participant deferral / active EE | $1,172 | $3,664-68.0% | $2,958-60.4% | $5,439-78.4% |
| Admin fee / account holder | $214 | $7,155-97.0% | $5,134-95.8% | $10,885-98.0% |