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 | $45,234 | $54,762-17.4% | $90,281-49.9% | $72,985-38.0% |
| Participation rate | 64.3% | 65.1%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 18.56% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,126 | $2,092-46.2% | $2,854-60.6% | $2,440-53.9% |
| Participant deferral / active EE | $1,881 | $2,887-34.8% | $3,885-51.6% | $3,607-47.9% |
| Admin fee / account holder | $28 | $3,972-99.3% | $5,351-99.5% | $5,124-99.5% |