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 | $44,811 | $57,057-21.5% | $85,009-47.3% | $80,874-44.6% |
| Participation rate | 33.3% | 56.4%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 20.23% | 21.66%-1.4pp | 66.47%-46.2pp | 35.62%-15.4pp |
| Employer contribution / active EE | $332 | $1,799-81.5% | $2,728-87.8% | $2,756-87.9% |
| Participant deferral / active EE | $868 | $3,112-72.1% | $4,522-80.8% | $4,297-79.8% |
| Admin fee / account holder | $248 | $4,986-95.0% | $6,153-96.0% | $6,935-96.4% |