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 | $108,170 | $81,248+33.1% | $155,509-30.4% | $80,856+33.8% |
| Participation rate | 28.8% | 66.2%-37.5pp | 78.2%-49.4pp | 67.6%-38.9pp |
| Annual return | 18.98% | 33.31%-14.3pp | 64.67%-45.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,285 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $3,163 | $3,452-8.3% | $5,626-43.8% | $4,296-26.4% |
| Admin fee / account holder | $43 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |