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 | $18,499 | $96,557-80.8% | $80,975-77.2% | $273,961-93.2% |
| Participation rate | 41.7% | 79.1%-37.4pp | 75.8%-34.1pp | 83.0%-41.3pp |
| Annual return | 7.85% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,747 | $6,598-58.4% | $5,696-51.8% | $5,287-48.0% |
| Admin fee / account holder | $8 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |