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 | $56,862 | $93,071-38.9% | $74,583-23.8% | $273,961-79.2% |
| Participation rate | 35.3% | 74.9%-39.7pp | 68.1%-32.8pp | 83.0%-47.7pp |
| Annual return | 6.57% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,438 | $3,160-54.5% | $2,525-43.0% | $4,869-70.5% |
| Participant deferral / active EE | $3,243 | $4,160-22.0% | $3,458-6.2% | $5,287-38.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |