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 | $26,408 | $80,717-67.3% | $154,803-82.9% | $84,808-68.9% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 22.24% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,367 | $2,761-50.5% | $4,305-68.2% | $2,631-48.0% |
| Participant deferral / active EE | $2,306 | $3,303-30.2% | $5,540-58.4% | $4,212-45.3% |
| Admin fee / account holder | $146 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |