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 | $22,334 | $83,337-73.2% | $67,834-67.1% | $273,961-91.8% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 5.23% | 259.45%-254.2pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,071 | $3,287-37.0% | $2,403-13.8% | $4,869-57.5% |
| Participant deferral / active EE | $2,358 | $4,088-42.3% | $3,160-25.4% | $5,287-55.4% |
| Admin fee / account holder | $67 | $6,752-99.0% | $4,622-98.6% | $10,132-99.3% |