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 | $19,143 | $31,310-38.9% | $53,898-64.5% | $74,304-74.2% |
| Participation rate | 8.8% | 30.7%-21.8pp | 55.0%-46.1pp | 60.3%-51.5pp |
| Annual return | 19.20% | 23.16%-4.0pp | 528.60%-509.4pp | 29.43%-10.2pp |
| Employer contribution / active EE | $157 | $450-65.1% | $932-83.1% | $2,241-93.0% |
| Participant deferral / active EE | $341 | $934-63.5% | $1,826-81.3% | $3,767-91.0% |
| Admin fee / account holder | $150 | $2,175-93.1% | $2,491-94.0% | $2,969-94.9% |