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 | $33,101 | $49,791-33.5% | $78,210-57.7% | $70,131-52.8% |
| Participation rate | 65.5% | 62.3%+3.2pp | 68.7%-3.2pp | 69.5%-4.0pp |
| Annual return | 16.25% | 20.75%-4.5pp | 40.90%-24.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $992 | $1,430-30.6% | $2,034-51.2% | $2,342-57.6% |
| Participant deferral / active EE | $2,440 | $2,150+13.5% | $2,823-13.6% | $3,332-26.8% |
| Admin fee / account holder | $133 | $3,181-95.8% | $3,758-96.5% | $4,645-97.1% |