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 | $31,985 | $56,897-43.8% | $84,750-62.3% | $62,891-49.1% |
| Participation rate | 67.6% | 68.5%-0.9pp | 76.6%-8.9pp | 69.3%-1.7pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,438 | $2,400-40.1% | $3,574-59.8% | $2,281-37.0% |
| Participant deferral / active EE | $3,648 | $2,709+34.7% | $3,712-1.7% | $3,203+13.9% |
| Admin fee / account holder | $115 | $3,581-96.8% | $5,332-97.8% | $4,296-97.3% |