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 | $15,178 | $93,071-83.7% | $74,583-79.6% | $273,961-94.5% |
| Participation rate | 69.2% | 74.9%-5.7pp | 68.1%+1.1pp | 83.0%-13.8pp |
| Annual return | 14.85% | 26.18%-11.3pp | 20.47%-5.6pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,020 | $3,160-36.1% | $2,525-20.0% | $4,869-58.5% |
| Participant deferral / active EE | $2,981 | $4,160-28.3% | $3,458-13.8% | $5,287-43.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |