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 | $13,634 | $93,071-85.4% | $74,583-81.7% | $273,961-95.0% |
| Participation rate | 44.4% | 74.9%-30.5pp | 68.1%-23.7pp | 83.0%-38.6pp |
| Annual return | 10.00% | 26.18%-16.2pp | 20.47%-10.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,858 | $3,160-41.2% | $2,525-26.4% | $4,869-61.8% |
| Participant deferral / active EE | $2,382 | $4,160-42.7% | $3,458-31.1% | $5,287-54.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |