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 | $16,648 | $90,503-81.6% | $78,689-78.8% | $273,961-93.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 4.93% | 75.60%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,636 | $3,176-48.5% | $2,851-42.6% | $4,869-66.4% |
| Participant deferral / active EE | $2,260 | $3,901-42.1% | $3,517-35.7% | $5,287-57.3% |
| Admin fee / account holder | $58 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |