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 | $35,618 | $93,071-61.7% | $74,583-52.2% | $273,961-87.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 7.52% | 26.18%-18.7pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $801 | $3,160-74.6% | $2,525-68.3% | $4,869-83.5% |
| Participant deferral / active EE | $1,001 | $4,160-75.9% | $3,458-71.0% | $5,287-81.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |