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 | $25,981 | $93,071-72.1% | $74,583-65.2% | $273,961-90.5% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 10.42% | 26.18%-15.8pp | 20.47%-10.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,559 | $3,160-50.6% | $2,525-38.2% | $4,869-68.0% |
| Participant deferral / active EE | $4,000 | $4,160-3.8% | $3,458+15.7% | $5,287-24.3% |
| Admin fee / account holder | $118 | $5,272-97.8% | $4,138-97.1% | $10,132-98.8% |