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 | $14,179 | $65,685-78.4% | $57,179-75.2% | $273,961-94.8% |
| Participation rate | 30.8% | 78.3%-47.6pp | 75.3%-44.6pp | 83.0%-52.2pp |
| Annual return | 15.47% | 21.99%-6.5pp | 14.59%+0.9pp | 41.45%-26.0pp |
| Employer contribution / active EE | $286 | $3,279-91.3% | $2,682-89.3% | $4,869-94.1% |
| Participant deferral / active EE | $1,145 | $3,782-69.7% | $3,096-63.0% | $5,287-78.3% |
| Admin fee / account holder | $296 | $4,835-93.9% | $3,139-90.6% | $10,132-97.1% |