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 | $65,519 | $103,949-37.0% | $69,182-5.3% | $273,961-76.1% |
| Participation rate | 11.1% | 67.4%-56.3pp | 55.1%-44.0pp | 83.0%-71.9pp |
| Annual return | 6.16% | 35.28%-29.1pp | -21.93%+28.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $145 | $1,783-91.9% | $1,206-88.0% | $4,869-97.0% |
| Participant deferral / active EE | $2,492 | $2,716-8.3% | $1,897+31.4% | $5,287-52.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |