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 | $55,886 | $72,012-22.4% | $185,823-69.9% | $79,858-30.0% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 22.15% | 23.12%-1.0pp | 35.95%-13.8pp | 31.71%-9.6pp |
| Employer contribution / active EE | $940 | $1,965-52.2% | $4,087-77.0% | $2,471-62.0% |
| Participant deferral / active EE | $2,780 | $3,779-26.4% | $5,632-50.6% | $3,740-25.7% |
| Admin fee / account holder | $119 | $4,513-97.4% | $9,500-98.7% | $5,306-97.8% |