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 | $48,439 | $99,341-51.2% | $84,750-42.8% | $273,961-82.3% |
| Participation rate | 36.8% | 80.7%-43.8pp | 76.6%-39.7pp | 83.0%-46.2pp |
| Annual return | 7.68% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $939 | $4,214-77.7% | $3,574-73.7% | $4,869-80.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |