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 | $31,916 | $48,076-33.6% | $78,689-59.4% | $62,891-49.3% |
| Participation rate | 56.8% | 65.2%-8.5pp | 73.6%-16.8pp | 69.3%-12.5pp |
| Annual return | 7.23% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $840 | $2,015-58.3% | $2,851-70.5% | $2,281-63.2% |
| Participant deferral / active EE | $2,122 | $2,588-18.0% | $3,517-39.7% | $3,203-33.7% |
| Admin fee / account holder | $31 | $3,207-99.0% | $4,510-99.3% | $4,296-99.3% |