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 | $24,891 | $65,365-61.9% | $92,893-73.2% | $72,985-65.9% |
| Participation rate | 57.9% | 68.3%-10.4pp | 76.0%-18.1pp | 69.5%-11.6pp |
| Annual return | 23.87% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,849 | $2,594-28.7% | $3,653-49.4% | $2,440-24.2% |
| Participant deferral / active EE | $3,140 | $3,128+0.4% | $4,236-25.9% | $3,607-13.0% |
| Admin fee / account holder | $157 | $4,251-96.3% | $5,794-97.3% | $5,124-96.9% |