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 | $34,118 | $56,110-39.2% | $94,993-64.1% | $70,131-51.4% |
| Participation rate | 28.1% | 65.0%-36.9pp | 73.9%-45.8pp | 69.5%-41.4pp |
| Annual return | 17.68% | 51.02%-33.3pp | 27.12%-9.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $920 | $1,442-36.2% | $2,603-64.7% | $2,342-60.7% |
| Participant deferral / active EE | $1,597 | $2,391-33.2% | $3,317-51.9% | $3,332-52.1% |
| Admin fee / account holder | $231 | $3,456-93.3% | $4,960-95.4% | $4,645-95.0% |