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 | $48,860 | $58,512-16.5% | $84,015-41.8% | $72,985-33.1% |
| Participation rate | 56.5% | 61.2%-4.8pp | 69.0%-12.6pp | 69.5%-13.0pp |
| Annual return | 23.34% | 28.93%-5.6pp | 71.31%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $982 | $1,163-15.5% | $1,983-50.5% | $2,440-59.7% |
| Participant deferral / active EE | $2,718 | $2,394+13.5% | $3,239-16.1% | $3,607-24.7% |
| Admin fee / account holder | $263 | $4,569-94.2% | $6,101-95.7% | $5,124-94.9% |