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 | $26,331 | $64,348-59.1% | $90,160-70.8% | $70,131-62.5% |
| Participation rate | 44.8% | 70.4%-25.7pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 23.17% | 28.13%-5.0pp | 34.88%-11.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,346 | $2,046-34.2% | $3,318-59.4% | $2,342-42.5% |
| Participant deferral / active EE | $2,809 | $4,389-36.0% | $5,288-46.9% | $3,332-15.7% |
| Admin fee / account holder | $7 | $3,944-99.8% | $5,943-99.9% | $4,645-99.9% |