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 | $46,612 | $56,114-16.9% | $96,139-51.5% | $85,850-45.7% |
| Participation rate | 27.5% | 56.7%-29.3pp | 68.4%-41.0pp | 69.3%-41.9pp |
| Annual return | 12.94% | 42.30%-29.4pp | 191.94%-179.0pp | 318.53%-305.6pp |
| Employer contribution / active EE | $549 | $1,620-66.1% | $2,797-80.4% | $2,565-78.6% |
| Participant deferral / active EE | $1,032 | $2,859-63.9% | $4,349-76.3% | $3,952-73.9% |
| Admin fee / account holder | $4 | $3,768-99.9% | $5,537-99.9% | $6,260-99.9% |