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 | $16,802 | $85,202-80.3% | $172,739-90.3% | $72,985-77.0% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 24.55% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $723 | $3,324-78.3% | $5,143-85.9% | $2,440-70.4% |
| Participant deferral / active EE | $1,551 | $3,260-52.4% | $5,198-70.2% | $3,607-57.0% |
| Admin fee / account holder | $271 | $5,884-95.4% | $13,954-98.1% | $5,124-94.7% |