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 | $31,972 | $59,839-46.6% | $81,983-61.0% | $79,858-60.0% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.2%-12.1pp | 69.6%-12.5pp |
| Annual return | 14.50% | 17.56%-3.1pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $458 | $1,713-73.2% | $2,498-81.6% | $2,471-81.4% |
| Participant deferral / active EE | $2,886 | $2,695+7.1% | $3,722-22.4% | $3,740-22.8% |
| Admin fee / account holder | $206 | $4,287-95.2% | $5,664-96.4% | $5,306-96.1% |