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 | $20,151 | $58,851-65.8% | $115,157-82.5% | $72,985-72.4% |
| Participation rate | 61.3% | 65.5%-4.3pp | 75.9%-14.6pp | 69.5%-8.2pp |
| Annual return | 18.48% | 23.16%-4.7pp | 35.60%-17.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,093 | $1,798-39.2% | $3,179-65.6% | $2,440-55.2% |
| Participant deferral / active EE | $2,215 | $2,643-16.2% | $4,168-46.9% | $3,607-38.6% |
| Admin fee / account holder | $275 | $6,370-95.7% | $7,088-96.1% | $5,124-94.6% |