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 | $50,482 | $53,777-6.1% | $134,143-62.4% | $79,858-36.8% |
| Participation rate | 22.2% | 58.8%-36.5pp | 72.2%-50.0pp | 69.6%-47.4pp |
| Annual return | 29.58% | 19.01%+10.6pp | 36.33%-6.8pp | 31.71%-2.1pp |
| Employer contribution / active EE | $296 | $1,321-77.6% | $3,704-92.0% | $2,471-88.0% |
| Participant deferral / active EE | $1,462 | $2,420-39.6% | $3,499-58.2% | $3,740-60.9% |
| Admin fee / account holder | $13 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |