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 | $45,499 | $56,277-19.2% | $80,975-43.8% | $62,891-27.7% |
| Participation rate | 45.1% | 69.0%-23.9pp | 75.8%-30.7pp | 69.3%-24.2pp |
| Annual return | 7.32% | 22.12%-14.8pp | 17.10%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $317 | $1,943-83.7% | $3,714-91.5% | $2,281-86.1% |
| Participant deferral / active EE | $1,804 | $4,195-57.0% | $5,696-68.3% | $3,203-43.7% |
| Admin fee / account holder | $111 | $3,741-97.0% | $5,516-98.0% | $4,296-97.4% |