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 | $73,632 | $90,503-18.6% | $78,689-6.4% | $273,961-73.1% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 4.08% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $392 | $3,176-87.7% | $2,851-86.3% | $4,869-92.0% |
| Participant deferral / active EE | $2,787 | $3,901-28.6% | $3,517-20.8% | $5,287-47.3% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |