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 | $57,738 | $103,949-44.5% | $69,182-16.5% | $273,961-78.9% |
| Participation rate | 30.0% | 67.4%-37.4pp | 55.1%-25.1pp | 83.0%-53.0pp |
| Annual return | 3.89% | 35.28%-31.4pp | -21.93%+25.8pp | 41.45%-37.6pp |
| Employer contribution / active EE | $190 | $1,783-89.3% | $1,206-84.2% | $4,869-96.1% |
| Participant deferral / active EE | $192 | $2,716-92.9% | $1,897-89.9% | $5,287-96.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |