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 | $36,104 | $52,580-31.3% | $71,671-49.6% | $70,131-48.5% |
| Participation rate | 31.8% | 60.9%-29.1pp | 68.7%-36.9pp | 69.5%-37.7pp |
| Annual return | 19.43% | 20.25%-0.8pp | 20.65%-1.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $738 | $1,616-54.3% | $2,460-70.0% | $2,342-68.5% |
| Participant deferral / active EE | $1,139 | $2,386-52.3% | $3,438-66.9% | $3,332-65.8% |
| Admin fee / account holder | $249 | $3,653-93.2% | $5,558-95.5% | $4,645-94.6% |