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 | $20,342 | $105,630-80.7% | $87,507-76.8% | $273,961-92.6% |
| Participation rate | 53.3% | 78.2%-24.9pp | 73.8%-20.5pp | 83.0%-29.7pp |
| Annual return | 4.94% | 12.25%-7.3pp | 12.21%-7.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $421 | $3,141-86.6% | $2,550-83.5% | $4,869-91.3% |
| Participant deferral / active EE | $1,061 | $3,601-70.5% | $3,149-66.3% | $5,287-79.9% |
| Admin fee / account holder | $201 | $4,781-95.8% | $4,221-95.2% | $10,132-98.0% |