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 | $18,014 | $93,071-80.6% | $74,583-75.8% | $273,961-93.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 19.96% | 26.18%-6.2pp | 20.47%-0.5pp | 41.45%-21.5pp |
| Employer contribution / active EE | $1,849 | $3,160-41.5% | $2,525-26.8% | $4,869-62.0% |
| Participant deferral / active EE | $5,146 | $4,160+23.7% | $3,458+48.8% | $5,287-2.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |