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 | $24,255 | $96,557-74.9% | $80,975-70.0% | $273,961-91.1% |
| Participation rate | 58.8% | 79.1%-20.3pp | 75.8%-17.0pp | 83.0%-24.2pp |
| Annual return | 4.68% | 15.14%-10.5pp | 17.10%-12.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,201 | $4,868-75.3% | $3,714-67.7% | $4,869-75.3% |
| Participant deferral / active EE | $3,212 | $6,598-51.3% | $5,696-43.6% | $5,287-39.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |