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 | $39,210 | $55,371-29.2% | $95,585-59.0% | $74,304-47.2% |
| Participation rate | 29.4% | 53.8%-24.4pp | 72.1%-42.7pp | 60.3%-30.9pp |
| Annual return | 16.70% | 24.26%-7.6pp | 38.56%-21.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $474 | $1,437-67.0% | $2,527-81.2% | $2,241-78.9% |
| Participant deferral / active EE | $1,744 | $2,955-41.0% | $4,023-56.7% | $3,767-53.7% |
| Admin fee / account holder | $4 | $2,620-99.9% | $6,127-99.9% | $2,969-99.9% |