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 | $52,930 | $72,277-26.8% | $101,248-47.7% | $79,858-33.7% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 16.09% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,036 | $2,692-61.5% | $3,660-71.7% | $2,471-58.1% |
| Participant deferral / active EE | $2,866 | $3,282-12.7% | $4,370-34.4% | $3,740-23.4% |
| Admin fee / account holder | $34 | $4,400-99.2% | $5,945-99.4% | $5,306-99.4% |