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 | $52,458 | $80,968-35.2% | $96,544-45.7% | $75,163-30.2% |
| Participation rate | 35.3% | 71.8%-36.5pp | 76.0%-40.7pp | 67.2%-31.9pp |
| Annual return | 13.58% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $934 | $2,282-59.1% | $2,965-68.5% | $2,670-65.0% |
| Participant deferral / active EE | $3,802 | $3,928-3.2% | $4,851-21.6% | $4,125-7.8% |
| Admin fee / account holder | $227 | $6,724-96.6% | $8,252-97.3% | $5,651-96.0% |