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 | $46,033 | $63,346-27.3% | $92,233-50.1% | $70,131-34.4% |
| Participation rate | 31.1% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 19.80% | 530.12%-510.3pp | 176.28%-156.5pp | 73.14%-53.3pp |
| Employer contribution / active EE | $943 | $2,471-61.8% | $3,679-74.4% | $2,342-59.7% |
| Participant deferral / active EE | $1,485 | $2,854-47.9% | $3,897-61.9% | $3,332-55.4% |
| Admin fee / account holder | $166 | $3,840-95.7% | $5,194-96.8% | $4,645-96.4% |