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 | $26,461 | $56,277-53.0% | $80,975-67.3% | $62,891-57.9% |
| Participation rate | 46.5% | 69.0%-22.4pp | 75.8%-29.3pp | 69.3%-22.8pp |
| Annual return | 10.26% | 22.12%-11.9pp | 17.10%-6.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,096 | $4,195-26.2% | $5,696-45.7% | $3,203-3.3% |
| Admin fee / account holder | $6 | $3,741-99.8% | $5,516-99.9% | $4,296-99.9% |