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 | $43,834 | $60,349-27.4% | $74,183-40.9% | $62,891-30.3% |
| Participation rate | 51.9% | 72.7%-20.9pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 6.06% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,573 | $2,856-44.9% | $3,550-55.7% | $3,203-50.9% |
| Admin fee / account holder | $61 | $4,261-98.6% | $5,586-98.9% | $4,296-98.6% |