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 | $28,805 | $90,503-68.2% | $78,689-63.4% | $273,961-89.5% |
| Participation rate | 30.8% | 76.5%-45.7pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 2.82% | 75.60%-72.8pp | 62.18%-59.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,147 | $3,176-63.9% | $2,851-59.8% | $4,869-76.4% |
| Participant deferral / active EE | $2,483 | $3,901-36.3% | $3,517-29.4% | $5,287-53.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |