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 | $46,999 | $54,762-14.2% | $90,281-47.9% | $72,985-35.6% |
| Participation rate | 46.7% | 65.1%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 24.41% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $417 | $2,092-80.1% | $2,854-85.4% | $2,440-82.9% |
| Participant deferral / active EE | $1,052 | $2,887-63.6% | $3,885-72.9% | $3,607-70.8% |
| Admin fee / account holder | $152 | $3,972-96.2% | $5,351-97.2% | $5,124-97.0% |