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 | $32,396 | $65,685-50.7% | $57,179-43.3% | $273,961-88.2% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 11.31% | 21.99%-10.7pp | 14.59%-3.3pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,790 | $3,279-45.4% | $2,682-33.2% | $4,869-63.2% |
| Participant deferral / active EE | $3,613 | $3,782-4.5% | $3,096+16.7% | $5,287-31.7% |
| Admin fee / account holder | $14 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |