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 | $85,523 | $99,341-13.9% | $84,750+0.9% | $273,961-68.8% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 11.56% | 22.93%-11.4pp | 22.78%-11.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,051 | $4,214-75.1% | $3,574-70.6% | $4,869-78.4% |
| Participant deferral / active EE | $2,393 | $4,269-43.9% | $3,712-35.5% | $5,287-54.7% |
| Admin fee / account holder | $16 | $6,644-99.8% | $5,332-99.7% | $10,132-99.8% |