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 | $23,022 | $50,972-54.8% | $88,538-74.0% | $72,985-68.5% |
| Participation rate | 40.0% | 63.4%-23.4pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 18.41% | 29.62%-11.2pp | 43.64%-25.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $518 | $1,475-64.8% | $2,098-75.3% | $2,440-78.8% |
| Participant deferral / active EE | $1,358 | $2,230-39.1% | $2,914-53.4% | $3,607-62.3% |
| Admin fee / account holder | $80 | $3,230-97.5% | $4,310-98.2% | $5,124-98.4% |