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 | $27,771 | $56,053-50.5% | $75,972-63.4% | $80,856-65.7% |
| Participation rate | 63.0% | 62.0%+0.9pp | 69.1%-6.1pp | 67.6%-4.7pp |
| Annual return | 10.41% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,115 | $1,874-40.5% | $2,685-58.5% | $2,755-59.5% |
| Participant deferral / active EE | $1,213 | $3,052-60.3% | $4,255-71.5% | $4,296-71.8% |
| Admin fee / account holder | $74 | $5,234-98.6% | $6,467-98.9% | $6,918-98.9% |