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 | $15,457 | $54,762-71.8% | $90,281-82.9% | $72,985-78.8% |
| Participation rate | 60.0% | 65.1%-5.1pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 27.29% | 30.63%-3.3pp | 78.10%-50.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,139 | $2,092-45.6% | $2,854-60.1% | $2,440-53.3% |
| Participant deferral / active EE | $4,207 | $2,887+45.7% | $3,885+8.3% | $3,607+16.6% |
| Admin fee / account holder | $240 | $3,972-93.9% | $5,351-95.5% | $5,124-95.3% |