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 | $46,483 | $89,355-48.0% | $141,162-67.1% | $72,985-36.3% |
| Participation rate | 30.8% | 75.1%-44.3pp | 82.5%-51.7pp | 69.5%-38.7pp |
| Annual return | 32.44% | 111.85%-79.4pp | 71.39%-38.9pp | 81.00%-48.6pp |
| Employer contribution / active EE | $1,727 | $3,114-44.6% | $4,735-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $4,925 | $5,418-9.1% | $6,709-26.6% | $3,607+36.5% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |