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 | $57,913 | $76,050-23.8% | $96,544-40.0% | $71,457-19.0% |
| Participation rate | 32.3% | 74.4%-42.1pp | 76.0%-43.7pp | 67.9%-35.6pp |
| Annual return | 15.48% | 22.81%-7.3pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,142 | $2,244-49.1% | $2,965-61.5% | $2,588-55.9% |
| Participant deferral / active EE | $2,321 | $4,215-44.9% | $4,851-52.2% | $4,289-45.9% |
| Admin fee / account holder | $137 | $2,707-94.9% | $8,252-98.3% | $1,587-91.4% |