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 | $51,550 | $99,079-48.0% | $77,999-33.9% | $273,961-81.2% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.5%-39.2pp | 83.0%-46.7pp |
| Annual return | 3.30% | 217.93%-214.6pp | 425.96%-422.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $657 | $3,308-80.1% | $2,470-73.4% | $4,869-86.5% |
| Participant deferral / active EE | $2,062 | $4,306-52.1% | $3,497-41.0% | $5,287-61.0% |
| Admin fee / account holder | $10 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |