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 | $41,950 | $76,552-45.2% | $123,892-66.1% | $62,891-33.3% |
| Participation rate | 51.9% | 73.0%-21.1pp | 81.4%-29.6pp | 69.3%-17.5pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,770 | $4,840-42.8% | $5,984-53.7% | $3,203-13.5% |
| Admin fee / account holder | $167 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |