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 | $26,069 | $93,071-72.0% | $74,583-65.0% | $273,961-90.5% |
| Participation rate | 15.8% | 74.9%-59.2pp | 68.1%-52.3pp | 83.0%-67.2pp |
| Annual return | 6.24% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $627 | $3,160-80.1% | $2,525-75.2% | $4,869-87.1% |
| Participant deferral / active EE | $994 | $4,160-76.1% | $3,458-71.2% | $5,287-81.2% |
| Admin fee / account holder | $208 | $5,272-96.1% | $4,138-95.0% | $10,132-97.9% |