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 | $34,891 | $49,227-29.1% | $70,449-50.5% | $79,858-56.3% |
| Participation rate | 68.6% | 69.2%-0.6pp | 75.1%-6.5pp | 69.6%-1.1pp |
| Annual return | 18.08% | 30.06%-12.0pp | 109.03%-91.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $593 | $2,099-71.8% | $2,737-78.3% | $2,471-76.0% |
| Participant deferral / active EE | $1,321 | $2,768-52.3% | $3,709-64.4% | $3,740-64.7% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,845-99.5% | $5,306-99.6% |