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 | $28,155 | $90,503-68.9% | $78,689-64.2% | $273,961-89.7% |
| Participation rate | 68.8% | 76.5%-7.8pp | 73.6%-4.8pp | 83.0%-14.3pp |
| Annual return | 7.10% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,660 | $3,901-31.8% | $3,517-24.4% | $5,287-49.7% |
| Admin fee / account holder | $37 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |