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 | $40,433 | $102,966-60.7% | $90,281-55.2% | $152,861-73.5% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 26.45% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,854-74.3% | $4,762-84.6% |
| Participant deferral / active EE | $2,496 | $4,281-41.7% | $3,885-35.8% | $5,850-57.3% |
| Admin fee / account holder | $261 | $6,171-95.8% | $5,351-95.1% | $11,596-97.8% |