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 | $48,462 | $59,839-19.0% | $81,983-40.9% | $79,858-39.3% |
| Participation rate | 47.1% | 61.6%-14.6pp | 69.2%-22.2pp | 69.6%-22.6pp |
| Annual return | 17.32% | 17.56%-0.2pp | 41.31%-24.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,153 | $1,713-32.7% | $2,498-53.9% | $2,471-53.4% |
| Participant deferral / active EE | $2,400 | $2,695-10.9% | $3,722-35.5% | $3,740-35.8% |
| Admin fee / account holder | $107 | $4,287-97.5% | $5,664-98.1% | $5,306-98.0% |