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 | $34,779 | $105,630-67.1% | $87,507-60.3% | $273,961-87.3% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 7.52% | 12.25%-4.7pp | 12.21%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $671 | $3,141-78.6% | $2,550-73.7% | $4,869-86.2% |
| Participant deferral / active EE | $791 | $3,601-78.0% | $3,149-74.9% | $5,287-85.0% |
| Admin fee / account holder | $29 | $4,781-99.4% | $4,221-99.3% | $10,132-99.7% |