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 | $27,182 | $93,571-71.0% | $135,903-80.0% | $75,163-63.8% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 30.88% | 30.90%0pp | 68.23%-37.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $1,870 | $3,537-47.1% | $4,856-61.5% | $2,670-30.0% |
| Participant deferral / active EE | $4,633 | $6,404-27.7% | $7,758-40.3% | $4,125+12.3% |
| Admin fee / account holder | $230 | $6,975-96.7% | $10,762-97.9% | $5,651-95.9% |