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 | $39,743 | $49,922-20.4% | $80,569-50.7% | $75,163-47.1% |
| Participation rate | 46.7% | 55.3%-8.6pp | 67.0%-20.3pp | 67.2%-20.5pp |
| Annual return | 23.45% | 34.69%-11.2pp | 935.43%-912.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $968 | $1,698-43.0% | $2,723-64.5% | $2,670-63.8% |
| Participant deferral / active EE | $2,127 | $2,990-28.9% | $4,447-52.2% | $4,125-48.4% |
| Admin fee / account holder | $57 | $3,577-98.4% | $5,377-98.9% | $5,651-99.0% |