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 | $46,045 | $54,705-15.8% | $71,209-35.3% | $84,808-45.7% |
| Participation rate | 58.8% | 64.1%-5.2pp | 73.8%-14.9pp | 68.3%-9.5pp |
| Annual return | 17.12% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,092 | $2,158-49.4% | $2,721-59.9% | $2,631-58.5% |
| Participant deferral / active EE | $3,467 | $3,030+14.4% | $4,175-17.0% | $4,212-17.7% |
| Admin fee / account holder | $9 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |