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 | $39,268 | $90,503-56.6% | $78,689-50.1% | $273,961-85.7% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 6.04% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $398 | $3,176-87.5% | $2,851-86.0% | $4,869-91.8% |
| Participant deferral / active EE | $1,586 | $3,901-59.3% | $3,517-54.9% | $5,287-70.0% |
| Admin fee / account holder | $255 | $5,263-95.2% | $4,510-94.3% | $10,132-97.5% |