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 | $34,098 | $52,580-35.2% | $71,671-52.4% | $70,131-51.4% |
| Participation rate | 36.6% | 60.9%-24.3pp | 68.7%-32.2pp | 69.5%-33.0pp |
| Annual return | 18.90% | 20.25%-1.4pp | 20.65%-1.8pp | 73.14%-54.2pp |
| Employer contribution / active EE | $372 | $1,616-77.0% | $2,460-84.9% | $2,342-84.1% |
| Participant deferral / active EE | $1,204 | $2,386-49.5% | $3,438-65.0% | $3,332-63.9% |
| Admin fee / account holder | $186 | $3,653-94.9% | $5,558-96.7% | $4,645-96.0% |