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 | $49,657-21.0% | $93,063-57.9% | $67,986-42.3% |
| Participation rate | 29.4% | 49.9%-20.5pp | 72.1%-42.7pp | 57.2%-27.8pp |
| Annual return | 16.70% | 26.27%-9.6pp | 34.15%-17.5pp | 31.67%-15.0pp |
| Employer contribution / active EE | $474 | $1,279-62.9% | $2,476-80.9% | $2,019-76.5% |
| Participant deferral / active EE | $1,744 | $2,484-29.8% | $3,958-56.0% | $3,358-48.1% |
| Admin fee / account holder | $4 | $2,843-99.9% | $6,033-99.9% | $3,203-99.9% |