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 | $22,351 | $57,354-61.0% | $83,848-73.3% | $64,186-65.2% |
| Participation rate | 47.9% | 68.6%-20.7pp | 76.1%-28.2pp | 69.6%-21.7pp |
| Annual return | 4.99% | 11.38%-6.4pp | 850.88%-845.9pp | 7.63%-2.6pp |
| Employer contribution / active EE | $808 | $2,545-68.2% | $3,631-77.7% | $2,381-66.1% |
| Participant deferral / active EE | $2,112 | $2,993-29.4% | $4,082-48.3% | $3,470-39.1% |
| Admin fee / account holder | $41 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |