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 | $45,887 | $58,828-22.0% | $77,999-41.2% | $62,891-27.0% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 7.72% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $714 | $1,672-57.3% | $2,470-71.1% | $2,281-68.7% |
| Participant deferral / active EE | $1,966 | $2,686-26.8% | $3,497-43.8% | $3,203-38.6% |
| Admin fee / account holder | $53 | $4,393-98.8% | $5,480-99.0% | $4,296-98.8% |