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 | $49,032 | $72,277-32.2% | $101,248-51.6% | $79,858-38.6% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 19.53% | 22.30%-2.8pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,371 | $2,692-11.9% | $3,660-35.2% | $2,471-4.1% |
| Participant deferral / active EE | $2,265 | $3,282-31.0% | $4,370-48.2% | $3,740-39.5% |
| Admin fee / account holder | $194 | $4,400-95.6% | $5,945-96.7% | $5,306-96.3% |