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 | $49,909 | $93,346-46.5% | $71,796-30.5% | $273,961-81.8% |
| Participation rate | 45.0% | 76.5%-31.5pp | 69.1%-24.1pp | 83.0%-38.0pp |
| Annual return | 8.64% | 130.39%-121.7pp | 78.04%-69.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $545 | $2,733-80.1% | $1,924-71.7% | $4,869-88.8% |
| Participant deferral / active EE | $4,594 | $3,475+32.2% | $2,794+64.4% | $5,287-13.1% |
| Admin fee / account holder | $23 | $6,571-99.7% | $4,815-99.5% | $10,132-99.8% |