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 | $38,106 | $72,492-47.4% | $87,100-56.3% | $72,985-47.8% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.9%-48.9pp | 69.5%-41.5pp |
| Annual return | 17.79% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,379 | $3,270+3.3% | $4,049-16.5% | $3,607-6.3% |
| Admin fee / account holder | $291 | $5,055-94.2% | $7,497-96.1% | $5,124-94.3% |