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 | $21,467 | $103,949-79.3% | $69,182-69.0% | $273,961-92.2% |
| Participation rate | 47.1% | 67.4%-20.3pp | 55.1%-8.1pp | 83.0%-36.0pp |
| Annual return | 7.54% | 35.28%-27.7pp | -21.93%+29.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $641 | $1,783-64.0% | $1,206-46.8% | $4,869-86.8% |
| Participant deferral / active EE | $918 | $2,716-66.2% | $1,897-51.6% | $5,287-82.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |