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 | $21,242 | $39,122-45.7% | $57,179-62.8% | $62,891-66.2% |
| Participation rate | 48.8% | 70.5%-21.7pp | 75.3%-26.6pp | 69.3%-20.5pp |
| Annual return | 7.78% | 9.23%-1.5pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,556 | $1,874-17.0% | $2,682-42.0% | $2,281-31.8% |
| Participant deferral / active EE | $2,272 | $2,374-4.3% | $3,096-26.6% | $3,203-29.1% |
| Admin fee / account holder | $76 | $2,592-97.1% | $3,139-97.6% | $4,296-98.2% |