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 | $93,220 | $181,894-48.8% | $156,549-40.5% | $273,961-66.0% |
| Participation rate | 45.8% | 88.4%-42.6pp | 84.0%-38.2pp | 83.0%-37.2pp |
| Annual return | 5.87% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,406 | $6,248-77.5% | $5,501-74.4% | $4,869-71.1% |
| Participant deferral / active EE | $4,549 | $5,550-18.0% | $4,871-6.6% | $5,287-14.0% |
| Admin fee / account holder | $48 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |