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 | $37,456 | $88,707-57.8% | $74,183-49.5% | $273,961-86.3% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 7.16% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $872 | $3,159-72.4% | $2,370-63.2% | $4,869-82.1% |
| Participant deferral / active EE | $2,046 | $4,212-51.4% | $3,550-42.4% | $5,287-61.3% |
| Admin fee / account holder | $3 | $8,717-100.0% | $5,586-99.9% | $10,132-100.0% |