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 | $61,953 | $96,557-35.8% | $80,975-23.5% | $273,961-77.4% |
| Participation rate | 43.8% | 79.1%-35.3pp | 75.8%-32.1pp | 83.0%-39.3pp |
| Annual return | 8.88% | 15.14%-6.3pp | 17.10%-8.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $602 | $4,868-87.6% | $3,714-83.8% | $4,869-87.6% |
| Participant deferral / active EE | $1,984 | $6,598-69.9% | $5,696-65.2% | $5,287-62.5% |
| Admin fee / account holder | $191 | $7,492-97.5% | $5,516-96.5% | $10,132-98.1% |