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 | $56,358 | $43,075+30.8% | $74,583-24.4% | $62,891-10.4% |
| Participation rate | 45.1% | 58.1%-13.0pp | 68.1%-23.0pp | 69.3%-24.2pp |
| Annual return | 7.20% | 17.50%-10.3pp | 20.47%-13.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $228 | $1,498-84.8% | $2,525-91.0% | $2,281-90.0% |
| Participant deferral / active EE | $1,694 | $2,389-29.1% | $3,458-51.0% | $3,203-47.1% |
| Admin fee / account holder | $5 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |