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 | $38,477 | $57,541-33.1% | $95,745-59.8% | $75,163-48.8% |
| Participation rate | 38.5% | 62.5%-24.1pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 20.12% | 34.93%-14.8pp | 28.35%-8.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $562 | $1,808-68.9% | $2,835-80.2% | $2,670-78.9% |
| Participant deferral / active EE | $1,455 | $3,074-52.7% | $4,245-65.7% | $4,125-64.7% |
| Admin fee / account holder | $150 | $4,099-96.3% | $5,678-97.4% | $5,651-97.3% |