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 | $17,444 | $46,869-62.8% | $122,332-85.7% | $70,131-75.1% |
| Participation rate | 51.7% | 58.2%-6.5pp | 71.6%-19.9pp | 69.5%-17.8pp |
| Annual return | 20.07% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $697 | $1,288-45.9% | $4,050-82.8% | $2,342-70.3% |
| Participant deferral / active EE | $1,182 | $2,166-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $85 | $3,322-97.4% | $5,478-98.4% | $4,645-98.2% |