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 | $45,646 | $96,557-52.7% | $80,975-43.6% | $273,961-83.3% |
| Participation rate | 53.3% | 79.1%-25.8pp | 75.8%-22.5pp | 83.0%-29.7pp |
| Annual return | 8.02% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,230 | $4,868-54.2% | $3,714-40.0% | $4,869-54.2% |
| Participant deferral / active EE | $3,586 | $6,598-45.6% | $5,696-37.0% | $5,287-32.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |