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 | $44,476 | $93,346-52.4% | $71,796-38.1% | $273,961-83.8% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 7.64% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $755 | $2,733-72.4% | $1,924-60.8% | $4,869-84.5% |
| Participant deferral / active EE | $1,209 | $3,475-65.2% | $2,794-56.7% | $5,287-77.1% |
| Admin fee / account holder | $57 | $6,571-99.1% | $4,815-98.8% | $10,132-99.4% |