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 | $55,286 | $96,557-42.7% | $80,975-31.7% | $273,961-79.8% |
| Participation rate | 37.5% | 79.1%-41.6pp | 75.8%-38.3pp | 83.0%-45.5pp |
| Annual return | 13.10% | 15.14%-2.0pp | 17.10%-4.0pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,026 | $4,868-78.9% | $3,714-72.4% | $4,869-78.9% |
| Participant deferral / active EE | $1,732 | $6,598-73.8% | $5,696-69.6% | $5,287-67.2% |
| Admin fee / account holder | $251 | $7,492-96.6% | $5,516-95.4% | $10,132-97.5% |