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 | $61,886 | $101,069-38.8% | $81,478-24.0% | $147,584-58.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 68.0%-4.3pp | 82.8%-19.2pp |
| Annual return | 19.28% | 32.40%-13.1pp | 38.78%-19.5pp | 578.55%-559.3pp |
| Employer contribution / active EE | $943 | $3,205-70.6% | $2,568-63.3% | $4,876-80.7% |
| Participant deferral / active EE | $2,520 | $4,242-40.6% | $3,537-28.7% | $5,439-53.7% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |