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 | $51,565 | $99,341-48.1% | $84,750-39.2% | $273,961-81.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.86% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,438 | $4,214-65.9% | $3,574-59.8% | $4,869-70.5% |
| Participant deferral / active EE | $2,914 | $4,269-31.7% | $3,712-21.5% | $5,287-44.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |