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 | $46,772 | $55,706-16.0% | $75,886-38.4% | $72,985-35.9% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.3%-25.3pp | 69.5%-25.5pp |
| Annual return | 24.16% | 27.59%-3.4pp | 30.76%-6.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $947 | $1,687-43.8% | $2,500-62.1% | $2,440-61.2% |
| Participant deferral / active EE | $1,780 | $2,634-32.4% | $3,603-50.6% | $3,607-50.7% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |