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 | $39,514 | $60,022-34.2% | $88,946-55.6% | $84,808-53.4% |
| Participation rate | 43.6% | 57.8%-14.2pp | 68.8%-25.3pp | 68.3%-24.7pp |
| Annual return | 17.85% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,390 | $1,703-18.3% | $2,555-45.6% | $2,631-47.2% |
| Participant deferral / active EE | $3,038 | $3,114-2.4% | $4,581-33.7% | $4,212-27.9% |
| Admin fee / account holder | $269 | $4,811-94.4% | $8,261-96.7% | $7,344-96.3% |