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 | $29,124 | $56,897-48.8% | $84,750-65.6% | $62,891-53.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 6.80% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,542 | $2,400-35.7% | $3,574-56.9% | $2,281-32.4% |
| Participant deferral / active EE | $2,521 | $2,709-6.9% | $3,712-32.1% | $3,203-21.3% |
| Admin fee / account holder | $4 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |