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 | $28,791 | $56,054-48.6% | $171,082-83.2% | $62,891-54.2% |
| Participation rate | 32.6% | 62.9%-30.3pp | 76.7%-44.1pp | 69.3%-36.7pp |
| Annual return | 8.27% | 22.52%-14.2pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,585 | $3,158-49.8% | $4,797-67.0% | $3,203-50.5% |
| Admin fee / account holder | $24 | $3,647-99.3% | $8,520-99.7% | $4,296-99.4% |