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 | $19,675 | $105,630-81.4% | $87,507-77.5% | $273,961-92.8% |
| Participation rate | 18.8% | 78.2%-59.4pp | 73.8%-55.1pp | 83.0%-64.3pp |
| Annual return | 9.94% | 12.25%-2.3pp | 12.21%-2.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $288 | $3,141-90.8% | $2,550-88.7% | $4,869-94.1% |
| Participant deferral / active EE | $1,059 | $3,601-70.6% | $3,149-66.4% | $5,287-80.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |