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 | $27,942 | $88,707-68.5% | $74,183-62.3% | $273,961-89.8% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.6%-22.5pp | 83.0%-28.8pp |
| Annual return | 5.65% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,361 | $4,212-67.7% | $3,550-61.7% | $5,287-74.3% |
| Admin fee / account holder | $8 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |