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 | $68,471 | $90,503-24.3% | $78,689-13.0% | $273,961-75.0% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 6.05% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,358 | $3,901-65.2% | $3,517-61.4% | $5,287-74.3% |
| Admin fee / account holder | $221 | $5,263-95.8% | $4,510-95.1% | $10,132-97.8% |