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 | $30,021 | $80,717-62.8% | $154,803-80.6% | $84,808-64.6% |
| Participation rate | 58.6% | 66.8%-8.2pp | 78.1%-19.4pp | 68.3%-9.7pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,957 | $2,761-29.1% | $4,305-54.5% | $2,631-25.6% |
| Participant deferral / active EE | $3,133 | $3,303-5.1% | $5,540-43.4% | $4,212-25.6% |
| Admin fee / account holder | $297 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |