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 | $46,764 | $99,341-52.9% | $84,750-44.8% | $273,961-82.9% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 4.58% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $767 | $4,214-81.8% | $3,574-78.6% | $4,869-84.3% |
| Participant deferral / active EE | $1,775 | $4,269-58.4% | $3,712-52.2% | $5,287-66.4% |
| Admin fee / account holder | $55 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |