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 | $30,569 | $52,580-41.9% | $71,671-57.3% | $70,131-56.4% |
| Participation rate | 24.1% | 60.9%-36.7pp | 68.7%-44.6pp | 69.5%-45.4pp |
| Annual return | 22.66% | 20.25%+2.4pp | 20.65%+2.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $332 | $1,616-79.4% | $2,460-86.5% | $2,342-85.8% |
| Participant deferral / active EE | $884 | $2,386-63.0% | $3,438-74.3% | $3,332-73.5% |
| Admin fee / account holder | $28 | $3,653-99.2% | $5,558-99.5% | $4,645-99.4% |