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 3-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 | $46,555 | $80,717-42.3% | $154,803-69.9% | $84,808-45.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 19.55% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $638 | $2,761-76.9% | $4,305-85.2% | $2,631-75.8% |
| Participant deferral / active EE | $2,436 | $3,303-26.2% | $5,540-56.0% | $4,212-42.2% |
| Admin fee / account holder | $239 | $6,746-96.5% | $14,329-98.3% | $7,344-96.7% |