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 | $36,342 | $39,019-6.9% | $80,716-55.0% | $85,850-57.7% |
| Participation rate | 54.5% | 41.5%+13.0pp | 54.2%+0.4pp | 69.3%-14.8pp |
| Annual return | 15.32% | 26.27%-10.9pp | 87.28%-72.0pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,068 | $722+48.0% | $1,160-7.9% | $2,565-58.3% |
| Participant deferral / active EE | $1,612 | $1,326+21.6% | $2,146-24.9% | $3,952-59.2% |
| Admin fee / account holder | $164 | $2,431-93.2% | $3,380-95.1% | $6,260-97.4% |