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 | $41,278 | $72,277-42.9% | $101,248-59.2% | $79,858-48.3% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 14.64% | 22.30%-7.7pp | 46.47%-31.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,079 | $2,692-59.9% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $2,475 | $3,282-24.6% | $4,370-43.4% | $3,740-33.8% |
| Admin fee / account holder | $49 | $4,400-98.9% | $5,945-99.2% | $5,306-99.1% |