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 | $93,080 | $103,376-10.0% | $87,100+6.9% | $152,861-39.1% |
| Participation rate | 31.6% | 79.3%-47.8pp | 76.9%-45.3pp | 82.4%-50.9pp |
| Annual return | 27.94% | 28.10%-0.2pp | 28.19%-0.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $818 | $3,220-74.6% | $2,521-67.5% | $4,762-82.8% |
| Participant deferral / active EE | $1,954 | $4,778-59.1% | $4,049-51.7% | $5,850-66.6% |
| Admin fee / account holder | $23 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |