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 | $67,129 | $57,590+16.6% | $86,233-22.2% | $82,448-18.6% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.0%-20.9pp | 68.1%-19.9pp |
| Annual return | 16.55% | 22.41%-5.9pp | 61.39%-44.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $849 | $1,655-48.7% | $2,504-66.1% | $2,551-66.7% |
| Participant deferral / active EE | $2,228 | $3,080-27.7% | $4,559-51.1% | $4,139-46.2% |
| Admin fee / account holder | $171 | $4,730-96.4% | $8,342-98.0% | $7,234-97.6% |