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 | $54,768 | $99,341-44.9% | $84,750-35.4% | $273,961-80.0% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 9.60% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.8pp |
| Employer contribution / active EE | $821 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $1,248 | $4,269-70.8% | $3,712-66.4% | $5,287-76.4% |
| Admin fee / account holder | $16 | $6,644-99.8% | $5,332-99.7% | $10,132-99.8% |