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 | $30,391 | $54,541-44.3% | $78,778-61.4% | $70,131-56.7% |
| Participation rate | 45.2% | 60.8%-15.6pp | 69.2%-24.0pp | 69.5%-24.3pp |
| Annual return | 22.99% | 21.07%+1.9pp | 35.62%-12.6pp | 73.14%-50.1pp |
| Employer contribution / active EE | $509 | $1,089-53.2% | $1,986-74.4% | $2,342-78.3% |
| Participant deferral / active EE | $1,823 | $2,210-17.5% | $2,958-38.4% | $3,332-45.3% |
| Admin fee / account holder | $22 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |