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 | $21,139 | $47,944-55.9% | $67,834-68.8% | $62,891-66.4% |
| Participation rate | 46.0% | 61.1%-15.1pp | 68.8%-22.8pp | 69.3%-23.3pp |
| Annual return | 4.95% | 11.77%-6.8pp | 138.47%-133.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $319 | $1,562-79.6% | $2,403-86.7% | $2,281-86.0% |
| Participant deferral / active EE | $1,491 | $2,247-33.6% | $3,160-52.8% | $3,203-53.4% |
| Admin fee / account holder | $205 | $3,712-94.5% | $4,622-95.6% | $4,296-95.2% |