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 | $35,737 | $72,277-50.6% | $101,248-64.7% | $79,858-55.2% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 10.81% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,058 | $2,692-60.7% | $3,660-71.1% | $2,471-57.2% |
| Participant deferral / active EE | $2,105 | $3,282-35.9% | $4,370-51.8% | $3,740-43.7% |
| Admin fee / account holder | $196 | $4,400-95.5% | $5,945-96.7% | $5,306-96.3% |