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 | $32,953 | $90,503-63.6% | $78,689-58.1% | $273,961-88.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 3.25% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,182 | $3,176-62.8% | $2,851-58.6% | $4,869-75.7% |
| Participant deferral / active EE | $1,133 | $3,901-71.0% | $3,517-67.8% | $5,287-78.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |