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 | $12,045 | $77,899-84.5% | $149,673-92.0% | $75,163-84.0% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 24.18% | 31.72%-7.5pp | 134.42%-110.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $838 | $3,137-73.3% | $4,818-82.6% | $2,670-68.6% |
| Participant deferral / active EE | $1,853 | $3,411-45.7% | $5,680-67.4% | $4,125-55.1% |
| Admin fee / account holder | $125 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |