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 | $21,440 | $39,122-45.2% | $57,179-62.5% | $62,891-65.9% |
| Participation rate | 61.1% | 70.5%-9.4pp | 75.3%-14.2pp | 69.3%-8.2pp |
| Annual return | 2.70% | 9.23%-6.5pp | 14.59%-11.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $643 | $1,874-65.7% | $2,682-76.0% | $2,281-71.8% |
| Participant deferral / active EE | $1,317 | $2,374-44.5% | $3,096-57.4% | $3,203-58.9% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |