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 5-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 | $58,089 | $80,717-28.0% | $154,803-62.5% | $84,808-31.5% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 23.57% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $606 | $2,761-78.1% | $4,305-85.9% | $2,631-77.0% |
| Participant deferral / active EE | $3,096 | $3,303-6.3% | $5,540-44.1% | $4,212-26.5% |
| Admin fee / account holder | $152 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |