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 | $21,554 | $99,341-78.3% | $84,750-74.6% | $273,961-92.1% |
| Participation rate | 45.8% | 80.7%-34.9pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 13.49% | 22.93%-9.4pp | 22.78%-9.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $882 | $4,214-79.1% | $3,574-75.3% | $4,869-81.9% |
| Participant deferral / active EE | $2,428 | $4,269-43.1% | $3,712-34.6% | $5,287-54.1% |
| Admin fee / account holder | $14 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |