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 | $48,690 | $135,952-64.2% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 5.77% | 56.63%-50.9pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,598 | $5,170-69.1% | $4,617-65.4% | $4,869-67.2% |
| Participant deferral / active EE | $3,648 | $6,343-42.5% | $5,984-39.0% | $5,287-31.0% |
| Admin fee / account holder | $151 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |