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 | $25,868 | $99,341-74.0% | $84,750-69.5% | $273,961-90.6% |
| Participation rate | 30.4% | 80.7%-50.3pp | 76.6%-46.2pp | 83.0%-52.6pp |
| Annual return | 10.48% | 22.93%-12.5pp | 22.78%-12.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $739 | $4,214-82.5% | $3,574-79.3% | $4,869-84.8% |
| Participant deferral / active EE | $2,058 | $4,269-51.8% | $3,712-44.6% | $5,287-61.1% |
| Admin fee / account holder | $202 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |