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 | $32,909 | $101,724-67.6% | $164,813-80.0% | $80,856-59.3% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.6pp | 67.6%+1.3pp |
| Annual return | 19.76% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,245 | $2,953-57.8% | $4,341-71.3% | $2,755-54.8% |
| Participant deferral / active EE | $3,027 | $4,477-32.4% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $227 | $8,227-97.2% | $12,690-98.2% | $6,918-96.7% |