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 | $35,409 | $105,630-66.5% | $87,507-59.5% | $273,961-87.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 3.72% | 12.25%-8.5pp | 12.21%-8.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $600 | $3,141-80.9% | $2,550-76.5% | $4,869-87.7% |
| Participant deferral / active EE | $1,812 | $3,601-49.7% | $3,149-42.4% | $5,287-65.7% |
| Admin fee / account holder | $88 | $4,781-98.2% | $4,221-97.9% | $10,132-99.1% |