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 | $37,209 | $84,696-56.1% | $75,696-50.8% | $167,490-77.8% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.8%-22.5pp | 82.1%-29.7pp |
| Annual return | 18.04% | 199.36%-181.3pp | 104.53%-86.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $639 | $3,230-80.2% | $2,743-76.7% | $4,837-86.8% |
| Participant deferral / active EE | $1,819 | $4,580-60.3% | $3,821-52.4% | $6,341-71.3% |
| Admin fee / account holder | $194 | $5,355-96.4% | $3,619-94.6% | $12,309-98.4% |