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 | $24,777 | $45,073-45.0% | $69,455-64.3% | $72,985-66.1% |
| Participation rate | 42.3% | 68.5%-26.2pp | 74.6%-32.3pp | 69.5%-27.2pp |
| Annual return | 14.69% | 22.65%-8.0pp | 28.97%-14.3pp | 81.00%-66.3pp |
| Employer contribution / active EE | $561 | $2,054-72.7% | $2,779-79.8% | $2,440-77.0% |
| Participant deferral / active EE | $2,200 | $2,602-15.5% | $3,535-37.8% | $3,607-39.0% |
| Admin fee / account holder | $281 | $3,056-90.8% | $3,839-92.7% | $5,124-94.5% |