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 | $57,969 | $135,952-57.4% | $123,892-53.2% | $273,961-78.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,739 | $5,170-66.4% | $4,617-62.3% | $4,869-64.3% |
| Participant deferral / active EE | $3,485 | $6,343-45.0% | $5,984-41.8% | $5,287-34.1% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |