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 | $23,673 | $47,848-50.5% | $81,478-70.9% | $70,131-66.2% |
| Participation rate | 32.7% | 58.3%-25.6pp | 68.0%-35.3pp | 69.5%-36.9pp |
| Annual return | 19.74% | 27.25%-7.5pp | 38.78%-19.0pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,012 | $1,527-33.8% | $2,568-60.6% | $2,342-56.8% |
| Participant deferral / active EE | $1,499 | $2,453-38.9% | $3,537-57.6% | $3,332-55.0% |
| Admin fee / account holder | $42 | $3,145-98.7% | $4,561-99.1% | $4,645-99.1% |