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 | $62,221 | $67,606-8.0% | $82,313-24.4% | $70,131-11.3% |
| Participation rate | 38.3% | 72.8%-34.4pp | 76.9%-38.6pp | 69.5%-31.2pp |
| Annual return | 15.33% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $767 | $1,755-56.3% | $2,428-68.4% | $2,342-67.2% |
| Participant deferral / active EE | $1,505 | $2,987-49.6% | $3,706-59.4% | $3,332-54.8% |
| Admin fee / account holder | $136 | $4,512-97.0% | $5,608-97.6% | $4,645-97.1% |