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 | $27,110 | $112,881-76.0% | $90,951-70.2% | $158,922-82.9% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 17.66% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $560 | $2,893-80.6% | $2,122-73.6% | $4,761-88.2% |
| Participant deferral / active EE | $1,530 | $4,128-62.9% | $3,373-54.6% | $5,982-74.4% |
| Admin fee / account holder | $127 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |