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 | $29,721 | $56,897-47.8% | $84,750-64.9% | $62,891-52.7% |
| Participation rate | 45.1% | 68.5%-23.4pp | 76.6%-31.5pp | 69.3%-24.2pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,276 | $2,709-52.9% | $3,712-65.6% | $3,203-60.2% |
| Admin fee / account holder | $249 | $3,581-93.0% | $5,332-95.3% | $4,296-94.2% |