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 | $40,947 | $56,897-28.0% | $84,750-51.7% | $62,891-34.9% |
| Participation rate | 48.8% | 68.5%-19.8pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 6.55% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $624 | $2,400-74.0% | $3,574-82.5% | $2,281-72.6% |
| Participant deferral / active EE | $1,433 | $2,709-47.1% | $3,712-61.4% | $3,203-55.3% |
| Admin fee / account holder | $176 | $3,581-95.1% | $5,332-96.7% | $4,296-95.9% |