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 | $48,445 | $93,071-47.9% | $74,583-35.0% | $273,961-82.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 4.93% | 26.18%-21.3pp | 20.47%-15.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,132 | $3,160-64.2% | $2,525-55.2% | $4,869-76.8% |
| Participant deferral / active EE | $2,150 | $4,160-48.3% | $3,458-37.8% | $5,287-59.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |