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 | $76,128 | $81,460-6.5% | $103,333-26.3% | $80,856-5.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 20.32% | 25.55%-5.2pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $835 | $3,105-73.1% | $3,868-78.4% | $2,755-69.7% |
| Participant deferral / active EE | $1,862 | $3,869-51.9% | $5,057-63.2% | $4,296-56.6% |
| Admin fee / account holder | $61 | $6,566-99.1% | $8,355-99.3% | $6,918-99.1% |