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 | $34,192 | $51,175-33.2% | $70,515-51.5% | $75,163-54.5% |
| Participation rate | 56.0% | 60.9%-4.9pp | 68.3%-12.3pp | 67.2%-11.2pp |
| Annual return | 17.43% | 30.02%-12.6pp | 32.77%-15.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $713 | $1,826-61.0% | $2,973-76.0% | $2,670-73.3% |
| Participant deferral / active EE | $1,901 | $2,849-33.3% | $4,567-58.4% | $4,125-53.9% |
| Admin fee / account holder | $235 | $4,091-94.2% | $6,412-96.3% | $5,651-95.8% |