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 | $40,979 | $71,050-42.3% | $93,606-56.2% | $80,856-49.3% |
| Participation rate | 27.3% | 60.4%-33.1pp | 68.7%-41.4pp | 67.6%-40.4pp |
| Annual return | 12.80% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $396 | $1,564-74.7% | $2,420-83.7% | $2,755-85.6% |
| Participant deferral / active EE | $1,259 | $4,034-68.8% | $4,411-71.5% | $4,296-70.7% |
| Admin fee / account holder | $209 | $6,945-97.0% | $8,285-97.5% | $6,918-97.0% |