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 | $36,203 | $65,365-44.6% | $92,893-61.0% | $72,985-50.4% |
| Participation rate | 52.8% | 68.3%-15.5pp | 76.0%-23.2pp | 69.5%-16.7pp |
| Annual return | 23.08% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $803 | $2,594-69.1% | $3,653-78.0% | $2,440-67.1% |
| Participant deferral / active EE | $2,503 | $3,128-20.0% | $4,236-40.9% | $3,607-30.6% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |