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 | $39,954 | $99,341-59.8% | $84,750-52.9% | $273,961-85.4% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 6.42% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,167 | $4,214-72.3% | $3,574-67.3% | $4,869-76.0% |
| Participant deferral / active EE | $5,781 | $4,269+35.4% | $3,712+55.7% | $5,287+9.3% |
| Admin fee / account holder | $22 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |