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 | $36,875 | $99,341-62.9% | $84,750-56.5% | $273,961-86.5% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 5.24% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,812 | $4,214-57.0% | $3,574-49.3% | $4,869-62.8% |
| Participant deferral / active EE | $3,198 | $4,269-25.1% | $3,712-13.8% | $5,287-39.5% |
| Admin fee / account holder | $266 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |