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 | $20,782 | $88,707-76.6% | $74,183-72.0% | $273,961-92.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.70% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $709 | $3,159-77.6% | $2,370-70.1% | $4,869-85.4% |
| Participant deferral / active EE | $3,370 | $4,212-20.0% | $3,550-5.1% | $5,287-36.3% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,132-99.9% |