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 | $31,003 | $39,122-20.8% | $57,179-45.8% | $62,891-50.7% |
| Participation rate | 36.5% | 70.5%-34.0pp | 75.3%-38.8pp | 69.3%-32.8pp |
| Annual return | 6.81% | 9.23%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $600 | $1,874-68.0% | $2,682-77.6% | $2,281-73.7% |
| Participant deferral / active EE | $1,447 | $2,374-39.0% | $3,096-53.3% | $3,203-54.8% |
| Admin fee / account holder | $81 | $2,592-96.9% | $3,139-97.4% | $4,296-98.1% |