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 | $40,776 | $61,605-33.8% | $112,229-63.7% | $75,163-45.8% |
| Participation rate | 44.8% | 61.7%-16.9pp | 72.4%-27.6pp | 67.2%-22.4pp |
| Annual return | 14.83% | 28.47%-13.6pp | 30.20%-15.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,282 | $2,015-36.4% | $3,430-62.6% | $2,670-52.0% |
| Participant deferral / active EE | $2,414 | $3,108-22.3% | $4,798-49.7% | $4,125-41.5% |
| Admin fee / account holder | $69 | $4,862-98.6% | $7,748-99.1% | $5,651-98.8% |