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 | $26,483 | $56,897-53.5% | $84,750-68.8% | $62,891-57.9% |
| Participation rate | 44.7% | 68.5%-23.8pp | 76.6%-31.9pp | 69.3%-24.6pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $947 | $2,400-60.5% | $3,574-73.5% | $2,281-58.5% |
| Participant deferral / active EE | $1,606 | $2,709-40.7% | $3,712-56.7% | $3,203-49.9% |
| Admin fee / account holder | $134 | $3,581-96.3% | $5,332-97.5% | $4,296-96.9% |