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 | $26,681 | $99,341-73.1% | $84,750-68.5% | $273,961-90.3% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 14.45% | 22.93%-8.5pp | 22.78%-8.3pp | 41.45%-27.0pp |
| Employer contribution / active EE | $1,579 | $4,214-62.5% | $3,574-55.8% | $4,869-67.6% |
| Participant deferral / active EE | $2,506 | $4,269-41.3% | $3,712-32.5% | $5,287-52.6% |
| Admin fee / account holder | $3 | $6,644-100.0% | $5,332-99.9% | $10,132-100.0% |