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 | $34,919 | $95,416-63.4% | $185,823-81.2% | $85,850-59.3% |
| Participation rate | 28.9% | 68.8%-39.9pp | 81.7%-52.8pp | 69.3%-40.4pp |
| Annual return | 17.36% | 23.59%-6.2pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $471 | $3,314-85.8% | $5,167-90.9% | $2,565-81.6% |
| Participant deferral / active EE | $1,330 | $3,423-61.2% | $5,568-76.1% | $3,952-66.4% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |