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 | $32,376 | $48,076-32.7% | $78,689-58.9% | $62,891-48.5% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | 4.90% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,391 | $2,588-7.6% | $3,517-32.0% | $3,203-25.3% |
| Admin fee / account holder | $62 | $3,207-98.1% | $4,510-98.6% | $4,296-98.6% |