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 | $39,515 | $56,110-29.6% | $94,993-58.4% | $70,131-43.7% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.9%-43.9pp | 69.5%-39.5pp |
| Annual return | 21.60% | 51.02%-29.4pp | 27.12%-5.5pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,775 | $2,391-25.8% | $3,317-46.5% | $3,332-46.7% |
| Admin fee / account holder | $106 | $3,456-96.9% | $4,960-97.9% | $4,645-97.7% |