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 | $33,638 | $93,071-63.9% | $74,583-54.9% | $273,961-87.7% |
| Participation rate | 35.3% | 74.9%-39.7pp | 68.1%-32.8pp | 83.0%-47.7pp |
| Annual return | 12.77% | 26.18%-13.4pp | 20.47%-7.7pp | 41.45%-28.7pp |
| Employer contribution / active EE | $497 | $3,160-84.3% | $2,525-80.3% | $4,869-89.8% |
| Participant deferral / active EE | $2,054 | $4,160-50.6% | $3,458-40.6% | $5,287-61.2% |
| Admin fee / account holder | $36 | $5,272-99.3% | $4,138-99.1% | $10,132-99.6% |