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 | $34,796 | $54,541-36.2% | $78,778-55.8% | $70,131-50.4% |
| Participation rate | 61.0% | 60.8%+0.2pp | 69.2%-8.2pp | 69.5%-8.6pp |
| Annual return | 13.25% | 21.07%-7.8pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $720 | $1,089-33.9% | $1,986-63.8% | $2,342-69.3% |
| Participant deferral / active EE | $1,038 | $2,210-53.0% | $2,958-64.9% | $3,332-68.8% |
| Admin fee / account holder | $49 | $3,709-98.7% | $5,134-99.0% | $4,645-98.9% |