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 | $50,039 | $63,346-21.0% | $92,233-45.7% | $70,131-28.6% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 16.81% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $692 | $2,471-72.0% | $3,679-81.2% | $2,342-70.4% |
| Participant deferral / active EE | $1,635 | $2,854-42.7% | $3,897-58.0% | $3,332-50.9% |
| Admin fee / account holder | $22 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |