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 | $28,038 | $48,364-42.0% | $71,796-60.9% | $62,891-55.4% |
| Participation rate | 61.3% | 60.6%+0.7pp | 69.1%-7.8pp | 69.3%-8.0pp |
| Annual return | 6.78% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $708 | $1,042-32.0% | $1,924-63.2% | $2,281-68.9% |
| Participant deferral / active EE | $1,166 | $2,091-44.2% | $2,794-58.3% | $3,203-63.6% |
| Admin fee / account holder | $290 | $3,771-92.3% | $4,815-94.0% | $4,296-93.2% |