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 | $40,901 | $72,277-43.4% | $101,248-59.6% | $79,858-48.8% |
| Participation rate | 18.2% | 68.5%-50.3pp | 75.8%-57.6pp | 69.6%-51.5pp |
| Annual return | 25.23% | 22.30%+2.9pp | 46.47%-21.2pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,018 | $2,692-62.2% | $3,660-72.2% | $2,471-58.8% |
| Participant deferral / active EE | $1,787 | $3,282-45.6% | $4,370-59.1% | $3,740-52.2% |
| Admin fee / account holder | $66 | $4,400-98.5% | $5,945-98.9% | $5,306-98.8% |