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 | $29,152 | $158,817-81.6% | $121,196-75.9% | $135,375-78.5% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | 6.22% | -0.64%+6.9pp | 16.93%-10.7pp | 519.73%-513.5pp |
| Employer contribution / active EE | $929 | $5,665-83.6% | $4,022-76.9% | $4,779-80.6% |
| Participant deferral / active EE | $3,735 | $4,005-6.7% | $3,344+11.7% | $5,609-33.4% |
| Admin fee / account holder | $259 | $6,512-96.0% | $5,019-94.8% | $10,827-97.6% |