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 | $18,885 | $100,773-81.3% | $88,946-78.8% | $142,382-86.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 13.39% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $900 | $2,918-69.2% | $2,555-64.8% | $4,299-79.1% |
| Participant deferral / active EE | $1,022 | $5,230-80.5% | $4,581-77.7% | $6,507-84.3% |
| Admin fee / account holder | $8 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |