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 | $17,013 | $57,065-70.2% | $75,670-77.5% | $70,131-75.7% |
| Participation rate | 59.0% | 68.1%-9.1pp | 72.3%-13.3pp | 69.5%-10.5pp |
| Annual return | 22.09% | 23.57%-1.5pp | 27.34%-5.2pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,086 | $1,817-40.2% | $2,352-53.8% | $2,342-53.7% |
| Participant deferral / active EE | $1,732 | $2,580-32.8% | $3,142-44.9% | $3,332-48.0% |
| Admin fee / account holder | $249 | $3,825-93.5% | $5,800-95.7% | $4,645-94.6% |