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 | $40,012 | $60,892-34.3% | $82,389-51.4% | $84,808-52.8% |
| Participation rate | 37.5% | 63.3%-25.8pp | 69.5%-32.0pp | 68.3%-30.8pp |
| Annual return | 15.13% | 37.29%-22.2pp | 28.67%-13.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $883 | $1,779-50.4% | $2,517-64.9% | $2,631-66.4% |
| Participant deferral / active EE | $2,651 | $3,179-16.6% | $4,155-36.2% | $4,212-37.1% |
| Admin fee / account holder | $112 | $5,467-97.9% | $7,231-98.4% | $7,344-98.5% |