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 | $23,948 | $93,071-74.3% | $74,583-67.9% | $273,961-91.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 8.52% | 26.18%-17.7pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $740 | $3,160-76.6% | $2,525-70.7% | $4,869-84.8% |
| Participant deferral / active EE | $1,235 | $4,160-70.3% | $3,458-64.3% | $5,287-76.6% |
| Admin fee / account holder | $63 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |