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 | $47,762 | $57,016-16.2% | $84,966-43.8% | $80,856-40.9% |
| Participation rate | 56.0% | 56.3%-0.3pp | 67.5%-11.5pp | 67.6%-11.6pp |
| Annual return | 11.14% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $541 | $1,798-69.9% | $2,727-80.1% | $2,755-80.3% |
| Participant deferral / active EE | $1,529 | $3,110-50.8% | $4,519-66.2% | $4,296-64.4% |
| Admin fee / account holder | $55 | $4,980-98.9% | $6,149-99.1% | $6,918-99.2% |