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 | $54,176 | $87,841-38.3% | $133,980-59.6% | $62,891-13.9% |
| Participation rate | 54.5% | 83.4%-28.8pp | 87.1%-32.5pp | 69.3%-14.8pp |
| Annual return | 6.93% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,685 | $3,483-51.6% | $5,211-67.7% | $2,281-26.1% |
| Participant deferral / active EE | $2,520 | $4,812-47.6% | $6,282-59.9% | $3,203-21.3% |
| Admin fee / account holder | $41 | $5,371-99.2% | $9,324-99.6% | $4,296-99.1% |