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 | $59,013 | $72,277-18.4% | $101,248-41.7% | $79,858-26.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 18.79% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $863 | $2,692-67.9% | $3,660-76.4% | $2,471-65.1% |
| Participant deferral / active EE | $5,205 | $3,282+58.6% | $4,370+19.1% | $3,740+39.2% |
| Admin fee / account holder | -$40 | $4,400-100.9% | $5,945-100.7% | $5,306-100.7% |