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 | $31,018 | $74,888-58.6% | $71,209-56.4% | $142,382-78.2% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 17.87% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $563 | $2,854-80.3% | $2,721-79.3% | $4,299-86.9% |
| Participant deferral / active EE | $618 | $4,454-86.1% | $4,175-85.2% | $6,507-90.5% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |