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 | $32,084 | $93,346-65.6% | $71,796-55.3% | $273,961-88.3% |
| Participation rate | 23.1% | 76.5%-53.5pp | 69.1%-46.0pp | 83.0%-59.9pp |
| Annual return | 11.15% | 130.39%-119.2pp | 78.04%-66.9pp | 41.45%-30.3pp |
| Employer contribution / active EE | $832 | $2,733-69.5% | $1,924-56.8% | $4,869-82.9% |
| Participant deferral / active EE | $786 | $3,475-77.4% | $2,794-71.9% | $5,287-85.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |