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 | $39,146 | $78,672-50.2% | $109,143-64.1% | $85,850-54.4% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 19.56% | 25.09%-5.5pp | 25.75%-6.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $976 | $2,735-64.3% | $3,722-73.8% | $2,565-62.0% |
| Participant deferral / active EE | $2,951 | $3,467-14.9% | $4,653-36.6% | $3,952-25.3% |
| Admin fee / account holder | $26 | $5,469-99.5% | $6,752-99.6% | $6,260-99.6% |