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 | $22,064 | $47,944-54.0% | $67,834-67.5% | $62,891-64.9% |
| Participation rate | 24.0% | 61.1%-37.1pp | 68.8%-44.8pp | 69.3%-45.3pp |
| Annual return | 6.54% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $343 | $1,562-78.0% | $2,403-85.7% | $2,281-85.0% |
| Participant deferral / active EE | $836 | $2,247-62.8% | $3,160-73.5% | $3,203-73.9% |
| Admin fee / account holder | $26 | $3,712-99.3% | $4,622-99.4% | $4,296-99.4% |