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 | $25,726 | $96,956-73.5% | $70,014-63.3% | $273,961-90.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.8%-51.8pp | 83.0%-63.0pp |
| Annual return | 14.03% | 12.93%+1.1pp | 12.99%+1.0pp | 41.45%-27.4pp |
| Employer contribution / active EE | $944 | $3,316-71.5% | $2,338-59.6% | $4,869-80.6% |
| Participant deferral / active EE | $3,540 | $3,744-5.4% | $2,931+20.8% | $5,287-33.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |