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 | $56,143 | $73,787-23.9% | $98,716-43.1% | $82,448-31.9% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.3%-24.1pp | 68.1%-22.8pp |
| Annual return | 31.99% | 18.57%+13.4pp | 31.81%+0.2pp | 41.64%-9.6pp |
| Employer contribution / active EE | $445 | $1,511-70.6% | $2,279-80.5% | $2,551-82.6% |
| Participant deferral / active EE | $1,252 | $3,081-59.4% | $4,048-69.1% | $4,139-69.8% |
| Admin fee / account holder | $184 | $6,500-97.2% | $8,703-97.9% | $7,234-97.5% |