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 | $49,018 | $81,248-39.7% | $155,509-68.5% | $80,856-39.4% |
| Participation rate | 21.9% | 66.2%-44.4pp | 78.2%-56.3pp | 67.6%-45.8pp |
| Annual return | 11.14% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $967 | $3,100-68.8% | $4,672-79.3% | $2,755-64.9% |
| Participant deferral / active EE | $2,271 | $3,452-34.2% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $180 | $7,997-97.8% | $15,912-98.9% | $6,918-97.4% |