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 | $17,807 | $57,065-68.8% | $75,670-76.5% | $70,131-74.6% |
| Participation rate | 21.7% | 68.1%-46.4pp | 72.3%-50.7pp | 69.5%-47.9pp |
| Annual return | 27.27% | 23.57%+3.7pp | 27.34%-0.1pp | 73.14%-45.9pp |
| Employer contribution / active EE | $518 | $1,817-71.5% | $2,352-78.0% | $2,342-77.9% |
| Participant deferral / active EE | $1,328 | $2,580-48.5% | $3,142-57.7% | $3,332-60.1% |
| Admin fee / account holder | $61 | $3,825-98.4% | $5,800-99.0% | $4,645-98.7% |