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 | $17,610 | $55,706-68.4% | $75,886-76.8% | $72,985-75.9% |
| Participation rate | 59.5% | 61.1%-1.7pp | 69.3%-9.8pp | 69.5%-10.0pp |
| Annual return | 30.48% | 27.59%+2.9pp | 30.76%-0.3pp | 81.00%-50.5pp |
| Employer contribution / active EE | $922 | $1,687-45.3% | $2,500-63.1% | $2,440-62.2% |
| Participant deferral / active EE | $2,668 | $2,634+1.3% | $3,603-26.0% | $3,607-26.0% |
| Admin fee / account holder | $96 | $3,978-97.6% | $5,418-98.2% | $5,124-98.1% |