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 | $34,518 | $48,076-28.2% | $78,689-56.1% | $62,891-45.1% |
| Participation rate | 17.1% | 65.2%-48.1pp | 73.6%-56.4pp | 69.3%-52.2pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $556 | $2,015-72.4% | $2,851-80.5% | $2,281-75.6% |
| Participant deferral / active EE | $1,114 | $2,588-57.0% | $3,517-68.3% | $3,203-65.2% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |