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 | $54,008 | $90,503-40.3% | $78,689-31.4% | $273,961-80.3% |
| Participation rate | 54.2% | 76.5%-22.4pp | 73.6%-19.4pp | 83.0%-28.8pp |
| Annual return | 6.91% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,550 | $3,176-51.2% | $2,851-45.6% | $4,869-68.2% |
| Participant deferral / active EE | $3,455 | $3,901-11.4% | $3,517-1.8% | $5,287-34.7% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |