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 | $37,458 | $67,606-44.6% | $82,313-54.5% | $70,131-46.6% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.9%-41.3pp | 69.5%-34.0pp |
| Annual return | 16.90% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,467 | $2,987-17.4% | $3,706-33.4% | $3,332-25.9% |
| Admin fee / account holder | $85 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |