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 | $33,565 | $81,248-58.7% | $155,509-78.4% | $80,856-58.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.3pp | 67.6%-12.8pp |
| Annual return | 18.70% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,794 | $3,100-42.1% | $4,672-61.6% | $2,755-34.9% |
| Participant deferral / active EE | $3,045 | $3,452-11.8% | $5,626-45.9% | $4,296-29.1% |
| Admin fee / account holder | $292 | $7,997-96.3% | $15,912-98.2% | $6,918-95.8% |