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 | $43,056 | $47,848-10.0% | $81,478-47.2% | $70,131-38.6% |
| Participation rate | 64.0% | 58.3%+5.7pp | 68.0%-4.0pp | 69.5%-5.5pp |
| Annual return | 16.55% | 27.25%-10.7pp | 38.78%-22.2pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,172 | $1,527-23.3% | $2,568-54.4% | $2,342-50.0% |
| Participant deferral / active EE | $2,905 | $2,453+18.4% | $3,537-17.9% | $3,332-12.8% |
| Admin fee / account holder | $133 | $3,145-95.8% | $4,561-97.1% | $4,645-97.1% |