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 | $40,463 | $58,512-30.8% | $84,015-51.8% | $72,985-44.6% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 69.5%-49.5pp |
| Annual return | 26.51% | 28.93%-2.4pp | 71.31%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $405 | $1,163-65.1% | $1,983-79.6% | $2,440-83.4% |
| Participant deferral / active EE | $1,773 | $2,394-25.9% | $3,239-45.3% | $3,607-50.9% |
| Admin fee / account holder | $224 | $4,569-95.1% | $6,101-96.3% | $5,124-95.6% |