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 | $71,691 | $99,341-27.8% | $84,750-15.4% | $273,961-73.8% |
| Participation rate | 35.3% | 80.7%-45.4pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 10.41% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.0pp |
| Employer contribution / active EE | $681 | $4,214-83.8% | $3,574-81.0% | $4,869-86.0% |
| Participant deferral / active EE | $2,115 | $4,269-50.5% | $3,712-43.0% | $5,287-60.0% |
| Admin fee / account holder | $18 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |