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 | $45,847 | $90,503-49.3% | $78,689-41.7% | $273,961-83.3% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 5.72% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,859 | $3,176-10.0% | $2,851+0.3% | $4,869-41.3% |
| Participant deferral / active EE | $2,859 | $3,901-26.7% | $3,517-18.7% | $5,287-45.9% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,132-99.8% |