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 | $40,423 | $96,557-58.1% | $80,975-50.1% | $273,961-85.2% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 9.08% | 15.14%-6.1pp | 17.10%-8.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,579 | $4,868-47.0% | $3,714-30.6% | $4,869-47.0% |
| Participant deferral / active EE | $3,089 | $6,598-53.2% | $5,696-45.8% | $5,287-41.6% |
| Admin fee / account holder | $21 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |