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 | $46,549 | $72,177-35.5% | $115,037-59.5% | $59,632-21.9% |
| Participation rate | 63.5% | 72.6%-9.1pp | 81.4%-17.9pp | 68.7%-5.2pp |
| Annual return | 3.03% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,371 | $2,841-51.7% | $4,608-70.2% | $2,203-37.8% |
| Participant deferral / active EE | $4,244 | $4,783-11.3% | $6,026-29.6% | $3,192+33.0% |
| Admin fee / account holder | $59 | $4,927-98.8% | $8,175-99.3% | $4,297-98.6% |