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 | $34,473 | $72,492-52.4% | $87,100-60.4% | $72,985-52.8% |
| Participation rate | 66.0% | 72.8%-6.9pp | 76.9%-10.9pp | 69.5%-3.5pp |
| Annual return | 26.86% | 24.46%+2.4pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,329 | $1,894-29.8% | $2,521-47.3% | $2,440-45.5% |
| Participant deferral / active EE | $3,828 | $3,270+17.1% | $4,049-5.4% | $3,607+6.1% |
| Admin fee / account holder | $193 | $5,055-96.2% | $7,497-97.4% | $5,124-96.2% |