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 | $44,231 | $76,552-42.2% | $123,892-64.3% | $62,891-29.7% |
| Participation rate | 65.7% | 73.0%-7.3pp | 81.4%-15.7pp | 69.3%-3.6pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,587 | $2,883-44.9% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $4,628 | $4,840-4.4% | $5,984-22.7% | $3,203+44.5% |
| Admin fee / account holder | $46 | $4,826-99.0% | $8,357-99.5% | $4,296-98.9% |