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 | $25,081 | $55,706-55.0% | $75,886-66.9% | $72,985-65.6% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.3%-13.3pp | 69.5%-13.5pp |
| Annual return | 26.37% | 27.59%-1.2pp | 30.76%-4.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,018 | $1,687-39.6% | $2,500-59.3% | $2,440-58.3% |
| Participant deferral / active EE | $2,857 | $2,634+8.5% | $3,603-20.7% | $3,607-20.8% |
| Admin fee / account holder | $72 | $3,978-98.2% | $5,418-98.7% | $5,124-98.6% |