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 | $22,644 | $46,869-51.7% | $122,332-81.5% | $70,131-67.7% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 16.90% | 24.22%-7.3pp | 30.27%-13.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,131 | $1,288-12.2% | $4,050-72.1% | $2,342-51.7% |
| Participant deferral / active EE | $2,074 | $2,166-4.3% | $3,287-36.9% | $3,332-37.8% |
| Admin fee / account holder | $265 | $3,322-92.0% | $5,478-95.2% | $4,645-94.3% |