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 | $47,980 | $57,065-15.9% | $75,670-36.6% | $70,131-31.6% |
| Participation rate | 43.2% | 68.1%-24.9pp | 72.3%-29.1pp | 69.5%-26.3pp |
| Annual return | 21.40% | 23.57%-2.2pp | 27.34%-5.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,134 | $1,817-37.6% | $2,352-51.8% | $2,342-51.6% |
| Participant deferral / active EE | $3,539 | $2,580+37.2% | $3,142+12.6% | $3,332+6.2% |
| Admin fee / account holder | $5 | $3,825-99.9% | $5,800-99.9% | $4,645-99.9% |