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 | $77,298 | $81,233-4.8% | $155,567-50.3% | $80,874-4.4% |
| Participation rate | 49.0% | 66.2%-17.3pp | 78.2%-29.2pp | 67.6%-18.7pp |
| Annual return | 15.31% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,066 | $3,101-65.6% | $4,674-77.2% | $2,756-61.3% |
| Participant deferral / active EE | $3,043 | $3,452-11.9% | $5,628-45.9% | $4,297-29.2% |
| Admin fee / account holder | $2 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |