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 | $12,415 | $39,122-68.3% | $57,179-78.3% | $62,891-80.3% |
| Participation rate | 36.0% | 70.5%-34.5pp | 75.3%-39.3pp | 69.3%-33.3pp |
| Annual return | 7.26% | 9.23%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $904 | $1,874-51.8% | $2,682-66.3% | $2,281-60.4% |
| Participant deferral / active EE | $1,616 | $2,374-31.9% | $3,096-47.8% | $3,203-49.5% |
| Admin fee / account holder | $148 | $2,592-94.3% | $3,139-95.3% | $4,296-96.5% |