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 | $58,541 | $96,956-39.6% | $70,014-16.4% | $273,961-78.6% |
| Participation rate | 31.3% | 77.1%-45.8pp | 71.8%-40.6pp | 83.0%-51.8pp |
| Annual return | 4.49% | 12.93%-8.4pp | 12.99%-8.5pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,047 | $3,316-68.4% | $2,338-55.2% | $4,869-78.5% |
| Participant deferral / active EE | $3,511 | $3,744-6.2% | $2,931+19.8% | $5,287-33.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |