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 | $47,930 | $51,175-6.3% | $70,515-32.0% | $75,163-36.2% |
| Participation rate | 30.9% | 60.9%-30.0pp | 68.3%-37.4pp | 67.2%-36.3pp |
| Annual return | 15.29% | 30.02%-14.7pp | 32.77%-17.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $982 | $1,826-46.2% | $2,973-67.0% | $2,670-63.2% |
| Participant deferral / active EE | $2,215 | $2,849-22.3% | $4,567-51.5% | $4,125-46.3% |
| Admin fee / account holder | $162 | $4,091-96.1% | $6,412-97.5% | $5,651-97.1% |