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 | $31,287 | $105,630-70.4% | $87,507-64.2% | $273,961-88.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 12.83% | 12.25%+0.6pp | 12.21%+0.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,460 | $3,141-53.5% | $2,550-42.7% | $4,869-70.0% |
| Participant deferral / active EE | $2,349 | $3,601-34.8% | $3,149-25.4% | $5,287-55.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |