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 | $42,043 | $65,365-35.7% | $92,893-54.7% | $72,985-42.4% |
| Participation rate | 57.6% | 68.3%-10.7pp | 76.0%-18.4pp | 69.5%-11.9pp |
| Annual return | 25.02% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,495 | $2,594-42.4% | $3,653-59.1% | $2,440-38.7% |
| Participant deferral / active EE | $2,752 | $3,128-12.0% | $4,236-35.0% | $3,607-23.7% |
| Admin fee / account holder | $45 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |