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 | $57,002 | $72,277-21.1% | $101,248-43.7% | $79,858-28.6% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,508 | $2,692-44.0% | $3,660-58.8% | $2,471-39.0% |
| Participant deferral / active EE | $3,437 | $3,282+4.7% | $4,370-21.3% | $3,740-8.1% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |