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 | $45,823 | $53,127-13.7% | $86,590-47.1% | $70,131-34.7% |
| Participation rate | 43.5% | 65.3%-21.8pp | 73.5%-30.1pp | 69.5%-26.1pp |
| Annual return | 43.10% | 27.66%+15.4pp | 964.84%-921.7pp | 73.14%-30.0pp |
| Employer contribution / active EE | $905 | $2,068-56.3% | $2,839-68.1% | $2,342-61.4% |
| Participant deferral / active EE | $1,479 | $2,696-45.1% | $3,609-59.0% | $3,332-55.6% |
| Admin fee / account holder | $235 | $3,585-93.4% | $4,906-95.2% | $4,645-94.9% |