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 | $37,753 | $58,828-35.8% | $77,999-51.6% | $62,891-40.0% |
| Participation rate | 63.3% | 71.1%-7.7pp | 75.5%-12.2pp | 69.3%-6.0pp |
| Annual return | 5.80% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,424 | $1,672-14.8% | $2,470-42.3% | $2,281-37.5% |
| Participant deferral / active EE | $2,643 | $2,686-1.6% | $3,497-24.4% | $3,203-17.5% |
| Admin fee / account holder | $229 | $4,393-94.8% | $5,480-95.8% | $4,296-94.7% |