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 | $42,189 | $105,630-60.1% | $87,507-51.8% | $273,961-84.6% |
| Participation rate | 42.1% | 78.2%-36.1pp | 73.8%-31.7pp | 83.0%-40.9pp |
| Annual return | 9.37% | 12.25%-2.9pp | 12.21%-2.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $304 | $3,141-90.3% | $2,550-88.1% | $4,869-93.8% |
| Participant deferral / active EE | $1,052 | $3,601-70.8% | $3,149-66.6% | $5,287-80.1% |
| Admin fee / account holder | $262 | $4,781-94.5% | $4,221-93.8% | $10,132-97.4% |