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 | $36,791 | $96,557-61.9% | $80,975-54.6% | $273,961-86.6% |
| Participation rate | 68.4% | 79.1%-10.7pp | 75.8%-7.4pp | 83.0%-14.6pp |
| Annual return | 4.12% | 15.14%-11.0pp | 17.10%-13.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,329 | $4,868-52.2% | $3,714-37.3% | $4,869-52.2% |
| Participant deferral / active EE | $4,360 | $6,598-33.9% | $5,696-23.5% | $5,287-17.5% |
| Admin fee / account holder | $296 | $7,492-96.1% | $5,516-94.6% | $10,132-97.1% |