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 | $27,837 | $135,952-79.5% | $123,892-77.5% | $273,961-89.8% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 9.99% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,972 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $2,472 | $6,343-61.0% | $5,984-58.7% | $5,287-53.2% |
| Admin fee / account holder | $225 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |