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 | $43,699 | $93,071-53.0% | $74,583-41.4% | $273,961-84.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 6.15% | 26.18%-20.0pp | 20.47%-14.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,150 | $3,160-63.6% | $2,525-54.5% | $4,869-76.4% |
| Participant deferral / active EE | $3,662 | $4,160-12.0% | $3,458+5.9% | $5,287-30.7% |
| Admin fee / account holder | $115 | $5,272-97.8% | $4,138-97.2% | $10,132-98.9% |