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 | $26,593 | $72,277-63.2% | $101,248-73.7% | $79,858-66.7% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 28.07% | 22.30%+5.8pp | 46.47%-18.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $1,186 | $2,692-55.9% | $3,660-67.6% | $2,471-52.0% |
| Participant deferral / active EE | $2,806 | $3,282-14.5% | $4,370-35.8% | $3,740-25.0% |
| Admin fee / account holder | $2 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |