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 | $50,965 | $72,492-29.7% | $87,100-41.5% | $72,985-30.2% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 16.65% | 24.46%-7.8pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,012 | $1,894-46.6% | $2,521-59.9% | $2,440-58.5% |
| Participant deferral / active EE | $1,951 | $3,270-40.3% | $4,049-51.8% | $3,607-45.9% |
| Admin fee / account holder | $130 | $5,055-97.4% | $7,497-98.3% | $5,124-97.5% |