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 | $37,100 | $86,929-57.3% | $102,423-63.8% | $80,856-54.1% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 15.57% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $748 | $2,369-68.4% | $3,023-75.3% | $2,755-72.8% |
| Participant deferral / active EE | $3,154 | $4,118-23.4% | $5,053-37.6% | $4,296-26.6% |
| Admin fee / account holder | $210 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |