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 | $30,920 | $45,035-31.3% | $62,995-50.9% | $70,131-55.9% |
| Participation rate | 39.5% | 69.5%-30.0pp | 74.8%-35.3pp | 69.5%-30.0pp |
| Annual return | 21.62% | 18.76%+2.9pp | 87.57%-65.9pp | 73.14%-51.5pp |
| Employer contribution / active EE | $879 | $2,051-57.2% | $2,759-68.2% | $2,342-62.5% |
| Participant deferral / active EE | $1,867 | $2,465-24.2% | $3,329-43.9% | $3,332-43.9% |
| Admin fee / account holder | $146 | $2,834-94.9% | $3,600-95.9% | $4,645-96.9% |