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 | $43,420 | $105,630-58.9% | $87,507-50.4% | $273,961-84.2% |
| Participation rate | 52.9% | 78.2%-25.3pp | 73.8%-20.9pp | 83.0%-30.1pp |
| Annual return | 7.61% | 12.25%-4.6pp | 12.21%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $581 | $3,141-81.5% | $2,550-77.2% | $4,869-88.1% |
| Participant deferral / active EE | $932 | $3,601-74.1% | $3,149-70.4% | $5,287-82.4% |
| Admin fee / account holder | $30 | $4,781-99.4% | $4,221-99.3% | $10,132-99.7% |