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 | $58,357 | $47,848+22.0% | $81,478-28.4% | $70,131-16.8% |
| Participation rate | 28.2% | 58.3%-30.1pp | 68.0%-39.8pp | 69.5%-41.3pp |
| Annual return | 19.34% | 27.25%-7.9pp | 38.78%-19.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $886 | $1,527-42.0% | $2,568-65.5% | $2,342-62.2% |
| Participant deferral / active EE | $1,360 | $2,453-44.6% | $3,537-61.5% | $3,332-59.2% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |