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 | $33,040 | $37,426-11.7% | $77,482-57.4% | $79,858-58.6% |
| Participation rate | 49.4% | 41.5%+7.9pp | 54.2%-4.7pp | 69.6%-20.2pp |
| Annual return | 13.38% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,427 | $637+124.2% | $986+44.7% | $2,471-42.2% |
| Participant deferral / active EE | $1,026 | $1,260-18.6% | $1,861-44.9% | $3,740-72.6% |
| Admin fee / account holder | $63 | $2,504-97.5% | $2,858-97.8% | $5,306-98.8% |