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 | $22,315 | $90,503-75.3% | $78,689-71.6% | $273,961-91.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.00% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $722 | $3,176-77.3% | $2,851-74.7% | $4,869-85.2% |
| Participant deferral / active EE | $2,151 | $3,901-44.9% | $3,517-38.8% | $5,287-59.3% |
| Admin fee / account holder | $93 | $5,263-98.2% | $4,510-97.9% | $10,132-99.1% |