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 | $33,468 | $65,365-48.8% | $92,893-64.0% | $72,985-54.1% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 24.32% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,812 | $2,594-30.1% | $3,653-50.4% | $2,440-25.7% |
| Participant deferral / active EE | $2,999 | $3,128-4.1% | $4,236-29.2% | $3,607-16.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |