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 | $55,536 | $181,894-69.5% | $156,549-64.5% | $273,961-79.7% |
| Participation rate | 60.9% | 88.4%-27.5pp | 84.0%-23.1pp | 83.0%-22.1pp |
| Annual return | 16.80% | 30.74%-13.9pp | 32.23%-15.4pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,469 | $6,248-60.5% | $5,501-55.1% | $4,869-49.3% |
| Participant deferral / active EE | $4,674 | $5,550-15.8% | $4,871-4.0% | $5,287-11.6% |
| Admin fee / account holder | $29 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |