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 | $39,850 | $67,606-41.1% | $82,313-51.6% | $70,131-43.2% |
| Participation rate | 57.4% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.1pp |
| Annual return | 17.89% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $644 | $1,755-63.3% | $2,428-73.5% | $2,342-72.5% |
| Participant deferral / active EE | $1,455 | $2,987-51.3% | $3,706-60.7% | $3,332-56.3% |
| Admin fee / account holder | $102 | $4,512-97.7% | $5,608-98.2% | $4,645-97.8% |