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 | $29,800 | $88,707-66.4% | $74,183-59.8% | $273,961-89.1% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 10.42% | 11.94%-1.5pp | 17.74%-7.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,053 | $3,159-66.7% | $2,370-55.6% | $4,869-78.4% |
| Participant deferral / active EE | $2,347 | $4,212-44.3% | $3,550-33.9% | $5,287-55.6% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |