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 | $67,068 | $95,803-30.0% | $113,168-40.7% | $84,808-20.9% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 16.85% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,359 | $2,360-42.4% | $2,975-54.3% | $2,631-48.3% |
| Participant deferral / active EE | $2,397 | $4,242-43.5% | $5,107-53.1% | $4,212-43.1% |
| Admin fee / account holder | $21 | $8,989-99.8% | $12,068-99.8% | $7,344-99.7% |