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 | $32,244 | $45,035-28.4% | $62,995-48.8% | $70,131-54.0% |
| Participation rate | 65.1% | 69.5%-4.4pp | 74.8%-9.7pp | 69.5%-4.5pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,064 | $2,051-48.2% | $2,759-61.5% | $2,342-54.6% |
| Participant deferral / active EE | $1,231 | $2,465-50.0% | $3,329-63.0% | $3,332-63.0% |
| Admin fee / account holder | $196 | $2,834-93.1% | $3,600-94.6% | $4,645-95.8% |