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 | $61,717 | $105,630-41.6% | $87,507-29.5% | $273,961-77.5% |
| Participation rate | 64.3% | 78.2%-13.9pp | 73.8%-9.6pp | 83.0%-18.7pp |
| Annual return | 5.64% | 12.25%-6.6pp | 12.21%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $865 | $3,141-72.5% | $2,550-66.1% | $4,869-82.2% |
| Participant deferral / active EE | $1,374 | $3,601-61.8% | $3,149-56.4% | $5,287-74.0% |
| Admin fee / account holder | $205 | $4,781-95.7% | $4,221-95.2% | $10,132-98.0% |