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 7-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 | $43,177 | $48,300-10.6% | $40,145,923-99.9% | $62,891-31.3% |
| Participation rate | 38.4% | 62.0%-23.7pp | 68.4%-30.0pp | 69.3%-30.9pp |
| Annual return | 7.41% | 6.95%+0.5pp | 5.24%+2.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $851 | $1,333-36.2% | $1,844-53.9% | $2,281-62.7% |
| Participant deferral / active EE | $1,318 | $2,388-44.8% | $2,591-49.1% | $3,203-58.8% |
| Admin fee / account holder | $73 | $2,919-97.5% | $2,903-97.5% | $4,296-98.3% |