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 | $26,715 | $48,076-44.4% | $78,689-66.0% | $62,891-57.5% |
| Participation rate | 40.4% | 65.2%-24.8pp | 73.6%-33.1pp | 69.3%-28.9pp |
| Annual return | 5.53% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $811 | $2,015-59.7% | $2,851-71.5% | $2,281-64.4% |
| Participant deferral / active EE | $1,164 | $2,588-55.0% | $3,517-66.9% | $3,203-63.7% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |