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 | $18,995 | $54,762-65.3% | $90,281-79.0% | $72,985-74.0% |
| Participation rate | 44.2% | 65.1%-21.0pp | 73.3%-29.1pp | 69.5%-25.3pp |
| Annual return | 22.78% | 30.63%-7.8pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $683 | $2,092-67.3% | $2,854-76.1% | $2,440-72.0% |
| Participant deferral / active EE | $1,105 | $2,887-61.7% | $3,885-71.6% | $3,607-69.4% |
| Admin fee / account holder | $169 | $3,972-95.7% | $5,351-96.8% | $5,124-96.7% |