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 | $18,272 | $46,869-61.0% | $122,332-85.1% | $70,131-73.9% |
| Participation rate | 37.5% | 58.2%-20.7pp | 71.6%-34.1pp | 69.5%-32.0pp |
| Annual return | 16.04% | 24.22%-8.2pp | 30.27%-14.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $452 | $1,288-64.9% | $4,050-88.8% | $2,342-80.7% |
| Participant deferral / active EE | $1,071 | $2,166-50.6% | $3,287-67.4% | $3,332-67.9% |
| Admin fee / account holder | $205 | $3,322-93.8% | $5,478-96.3% | $4,645-95.6% |