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 | $34,140 | $93,071-63.3% | $74,583-54.2% | $273,961-87.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 11.71% | 26.18%-14.5pp | 20.47%-8.8pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,315 | $3,160-26.7% | $2,525-8.3% | $4,869-52.5% |
| Participant deferral / active EE | $2,731 | $4,160-34.3% | $3,458-21.0% | $5,287-48.3% |
| Admin fee / account holder | $246 | $5,272-95.3% | $4,138-94.0% | $10,132-97.6% |