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 | $55,926 | $52,580+6.4% | $71,671-22.0% | $70,131-20.3% |
| Participation rate | 41.9% | 60.9%-18.9pp | 68.7%-26.8pp | 69.5%-27.6pp |
| Annual return | 15.53% | 20.25%-4.7pp | 20.65%-5.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $897 | $1,616-44.5% | $2,460-63.6% | $2,342-61.7% |
| Participant deferral / active EE | $1,349 | $2,386-43.5% | $3,438-60.8% | $3,332-59.5% |
| Admin fee / account holder | $1 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |