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 | $38,190 | $63,861-40.2% | $104,607-63.5% | $79,858-52.2% |
| Participation rate | 47.2% | 64.9%-17.7pp | 74.1%-26.9pp | 69.6%-22.4pp |
| Annual return | 15.80% | 21.30%-5.5pp | 340.46%-324.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,000 | $1,588-37.0% | $2,681-62.7% | $2,471-59.5% |
| Participant deferral / active EE | $2,511 | $2,693-6.8% | $3,740-32.9% | $3,740-32.9% |
| Admin fee / account holder | $295 | $4,185-93.0% | $6,473-95.4% | $5,306-94.4% |