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 | $33,721 | $65,395-48.4% | $182,532-81.5% | $72,985-53.8% |
| Participation rate | 29.4% | 65.4%-36.0pp | 78.0%-48.6pp | 69.5%-40.1pp |
| Annual return | 23.78% | 27.68%-3.9pp | 148.54%-124.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $903 | $1,911-52.8% | $4,076-77.9% | $2,440-63.0% |
| Participant deferral / active EE | $2,719 | $3,563-23.7% | $5,524-50.8% | $3,607-24.6% |
| Admin fee / account holder | $266 | $4,245-93.7% | $8,592-96.9% | $5,124-94.8% |