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 | $28,679 | $64,909-55.8% | $82,313-65.2% | $62,292-54.0% |
| Participation rate | 25.9% | 74.9%-49.0pp | 76.9%-51.0pp | 69.5%-43.7pp |
| Annual return | 32.27% | 21.18%+11.1pp | 25.88%+6.4pp | 28.90%+3.4pp |
| Employer contribution / active EE | $476 | $1,676-71.6% | $2,428-80.4% | $2,042-76.7% |
| Participant deferral / active EE | $1,637 | $3,103-47.3% | $3,706-55.8% | $3,169-48.4% |
| Admin fee / account holder | $235 | $440-46.6% | $5,608-95.8% | $479-51.0% |