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 | $38,561 | $72,492-46.8% | $87,100-55.7% | $72,985-47.2% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 23.99% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $867 | $1,894-54.2% | $2,521-65.6% | $2,440-64.5% |
| Participant deferral / active EE | $2,806 | $3,270-14.2% | $4,049-30.7% | $3,607-22.2% |
| Admin fee / account holder | $216 | $5,055-95.7% | $7,497-97.1% | $5,124-95.8% |