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 | $64,550 | $72,277-10.7% | $101,248-36.2% | $79,858-19.2% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 12.82% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $865 | $2,692-67.9% | $3,660-76.4% | $2,471-65.0% |
| Participant deferral / active EE | $2,297 | $3,282-30.0% | $4,370-47.4% | $3,740-38.6% |
| Admin fee / account holder | $219 | $4,400-95.0% | $5,945-96.3% | $5,306-95.9% |