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 | $20,570 | $88,707-76.8% | $74,183-72.3% | $273,961-92.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.74% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,986 | $3,159-37.1% | $2,370-16.2% | $4,869-59.2% |
| Participant deferral / active EE | $3,836 | $4,212-8.9% | $3,550+8.1% | $5,287-27.4% |
| Admin fee / account holder | $39 | $8,717-99.6% | $5,586-99.3% | $10,132-99.6% |