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 | $19,511 | $49,227-60.4% | $70,449-72.3% | $79,858-75.6% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 69.6%-29.6pp |
| Annual return | 9.28% | 30.06%-20.8pp | 109.03%-99.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,919 | $2,768-30.7% | $3,709-48.2% | $3,740-48.7% |
| Admin fee / account holder | $224 | $2,878-92.2% | $3,845-94.2% | $5,306-95.8% |