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 | $36,644 | $54,762-33.1% | $90,281-59.4% | $72,985-49.8% |
| Participation rate | 32.7% | 65.1%-32.4pp | 73.3%-40.5pp | 69.5%-36.8pp |
| Annual return | 23.62% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $509 | $2,092-75.7% | $2,854-82.2% | $2,440-79.1% |
| Participant deferral / active EE | $1,008 | $2,887-65.1% | $3,885-74.1% | $3,607-72.1% |
| Admin fee / account holder | $97 | $3,972-97.6% | $5,351-98.2% | $5,124-98.1% |