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 | $21,633 | $106,890-79.8% | $84,015-74.3% | $152,861-85.8% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.4%-38.0pp |
| Annual return | 28.34% | 104.99%-76.6pp | 71.31%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $432 | $2,734-84.2% | $1,983-78.2% | $4,762-90.9% |
| Participant deferral / active EE | $2,434 | $4,011-39.3% | $3,239-24.9% | $5,850-58.4% |
| Admin fee / account holder | $70 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |