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 | $30,862 | $77,634-60.2% | $156,549-80.3% | $62,891-50.9% |
| Participation rate | 30.8% | 71.2%-40.4pp | 84.0%-53.2pp | 69.3%-38.5pp |
| Annual return | 8.10% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $857 | $3,444-75.1% | $5,501-84.4% | $2,281-62.4% |
| Participant deferral / active EE | $1,825 | $3,045-40.1% | $4,871-62.5% | $3,203-43.0% |
| Admin fee / account holder | $143 | $5,561-97.4% | $13,027-98.9% | $4,296-96.7% |