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 | $36,399 | $80,717-54.9% | $154,803-76.5% | $84,808-57.1% |
| Participation rate | 69.2% | 66.8%+2.4pp | 78.1%-8.8pp | 68.3%+0.9pp |
| Annual return | 14.13% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,202 | $2,761-56.5% | $4,305-72.1% | $2,631-54.3% |
| Participant deferral / active EE | $1,762 | $3,303-46.7% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $142 | $6,746-97.9% | $14,329-99.0% | $7,344-98.1% |