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 | $43,899 | $81,248-46.0% | $155,509-71.8% | $80,856-45.7% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 12.86% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $417 | $3,100-86.5% | $4,672-91.1% | $2,755-84.9% |
| Participant deferral / active EE | $1,551 | $3,452-55.1% | $5,626-72.4% | $4,296-63.9% |
| Admin fee / account holder | $253 | $7,997-96.8% | $15,912-98.4% | $6,918-96.3% |