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 | $18,690 | $93,071-79.9% | $74,583-74.9% | $273,961-93.2% |
| Participation rate | 41.7% | 74.9%-33.3pp | 68.1%-26.4pp | 83.0%-41.3pp |
| Annual return | 10.99% | 26.18%-15.2pp | 20.47%-9.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $718 | $3,160-77.3% | $2,525-71.6% | $4,869-85.3% |
| Participant deferral / active EE | $2,917 | $4,160-29.9% | $3,458-15.6% | $5,287-44.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |