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 | $19,204 | $48,046-60.0% | $84,611-77.3% | $72,985-73.7% |
| Participation rate | 64.3% | 57.6%+6.7pp | 68.2%-3.9pp | 69.5%-5.2pp |
| Annual return | 23.01% | 37.38%-14.4pp | 258.74%-235.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $658 | $1,602-58.9% | $2,652-75.2% | $2,440-73.0% |
| Participant deferral / active EE | $1,709 | $2,680-36.3% | $3,899-56.2% | $3,607-52.6% |
| Admin fee / account holder | $158 | $3,395-95.3% | $4,912-96.8% | $5,124-96.9% |