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 | $32,071 | $88,707-63.8% | $74,183-56.8% | $273,961-88.3% |
| Participation rate | 65.2% | 79.4%-14.2pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 7.53% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,774 | $3,159-43.8% | $2,370-25.1% | $4,869-63.6% |
| Participant deferral / active EE | $2,630 | $4,212-37.5% | $3,550-25.9% | $5,287-50.3% |
| Admin fee / account holder | $208 | $8,717-97.6% | $5,586-96.3% | $10,132-97.9% |