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 | $31,081 | $67,606-54.0% | $82,313-62.2% | $70,131-55.7% |
| Participation rate | 51.8% | 72.8%-21.0pp | 76.9%-25.1pp | 69.5%-17.8pp |
| Annual return | 23.42% | 21.57%+1.9pp | 25.88%-2.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,265 | $1,755-27.9% | $2,428-47.9% | $2,342-46.0% |
| Participant deferral / active EE | $2,558 | $2,987-14.4% | $3,706-31.0% | $3,332-23.2% |
| Admin fee / account holder | $287 | $4,512-93.6% | $5,608-94.9% | $4,645-93.8% |