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 4-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 | $45,196 | $53,018-14.8% | $70,014-35.4% | $62,891-28.1% |
| Participation rate | 23.2% | 67.2%-44.0pp | 71.8%-48.7pp | 69.3%-46.1pp |
| Annual return | 7.58% | 13.35%-5.8pp | 12.99%-5.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $547 | $1,799-69.6% | $2,338-76.6% | $2,281-76.0% |
| Participant deferral / active EE | $932 | $2,395-61.1% | $2,931-68.2% | $3,203-70.9% |
| Admin fee / account holder | $223 | $3,690-94.0% | $4,380-94.9% | $4,296-94.8% |