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 | $64,136 | $65,041-1.4% | $90,951-29.5% | $79,858-19.7% |
| Participation rate | 45.2% | 61.6%-16.4pp | 69.0%-23.8pp | 69.6%-24.5pp |
| Annual return | 16.00% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $752 | $1,247-39.7% | $2,122-64.6% | $2,471-69.6% |
| Participant deferral / active EE | $1,858 | $2,512-26.0% | $3,373-44.9% | $3,740-50.3% |
| Admin fee / account holder | $141 | $4,536-96.9% | $5,959-97.6% | $5,306-97.3% |